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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 | $11,133 | $133,981-91.7% | $112,249-90.1% | $134,532-91.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -26.48% | 47.16%-73.6pp | 27.48%-54.0pp | 418.27%-444.8pp |
| Employer contribution / active EE | $924 | $4,040-77.1% | $3,636-74.6% | $4,741-80.5% |
| Participant deferral / active EE | $1,762 | $5,292-66.7% | $4,729-62.7% | $6,401-72.5% |
| Admin fee / account holder | $200 | $7,492-97.3% | $6,412-96.9% | $11,429-98.2% |