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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 | $14,779 | $82,674-82.1% | $125,381-88.2% | $68,486-78.4% |
| Participation rate | 52.9% | 75.1%-22.1pp | 82.4%-29.4pp | 67.9%-15.0pp |
| Annual return | -25.14% | -5.97%-19.2pp | 572.31%-597.4pp | -7.85%-17.3pp |
| Employer contribution / active EE | $1,090 | $3,382-67.8% | $4,815-77.4% | $2,597-58.0% |
| Participant deferral / active EE | $5,032 | $6,111-17.6% | $7,448-32.4% | $4,028+24.9% |
| Admin fee / account holder | $123 | $6,277-98.0% | $10,007-98.8% | $5,404-97.7% |