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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 | $7,729 | $167,353-95.4% | $143,797-94.6% | $134,545-94.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -40.73% | 0.48%-41.2pp | -0.04%-40.7pp | 418.37%-459.1pp |
| Employer contribution / active EE | $2,282 | $5,620-59.4% | $4,952-53.9% | $4,742-51.9% |
| Participant deferral / active EE | $2,318 | $6,447-64.1% | $5,638-58.9% | $6,401-63.8% |
| Admin fee / account holder | $42 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |