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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 | $15,970 | $167,352-90.5% | $143,788-88.9% | $134,509-88.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.67% | 0.47%-23.1pp | -0.03%-22.6pp | 418.13%-440.8pp |
| Employer contribution / active EE | $2,409 | $5,620-57.1% | $4,952-51.3% | $4,741-49.2% |
| Participant deferral / active EE | $6,525 | $6,447+1.2% | $5,638+15.7% | $6,400+1.9% |
| Admin fee / account holder | $154 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |