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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 | $7,422 | $106,551-93.0% | $91,225-91.9% | $134,532-94.5% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -26.87% | 160.78%-187.6pp | 114.12%-141.0pp | 418.27%-445.1pp |
| Employer contribution / active EE | $1,599 | $3,331-52.0% | $2,851-43.9% | $4,741-66.3% |
| Participant deferral / active EE | $2,451 | $4,718-48.0% | $4,233-42.1% | $6,401-61.7% |
| Admin fee / account holder | $57 | $6,234-99.1% | $5,422-99.0% | $11,429-99.5% |