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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 | $24,989 | $162,821-84.7% | $133,978-81.3% | $158,982-84.3% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | -27.65% | 41.95%-69.6pp | 45.10%-72.7pp | 302.99%-330.6pp |
| Employer contribution / active EE | $2,070 | $4,976-58.4% | $3,919-47.2% | $4,763-56.5% |
| Participant deferral / active EE | $3,396 | $5,910-42.5% | $5,047-32.7% | $5,983-43.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |