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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,215 | $129,959-96.0% | $104,301-95.0% | $134,532-96.1% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -27.58% | 42.04%-69.6pp | 24.61%-52.2pp | 418.27%-445.9pp |
| Employer contribution / active EE | $1,528 | $4,185-63.5% | $3,373-54.7% | $4,741-67.8% |
| Participant deferral / active EE | $3,839 | $5,589-31.3% | $4,626-17.0% | $6,401-40.0% |
| Admin fee / account holder | $15 | $9,325-99.8% | $7,340-99.8% | $11,429-99.9% |