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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 | $6,779 | $133,981-94.9% | $112,249-94.0% | $134,532-95.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -48.71% | 47.16%-95.9pp | 27.48%-76.2pp | 418.27%-467.0pp |
| Employer contribution / active EE | $1,946 | $4,040-51.8% | $3,636-46.5% | $4,741-59.0% |
| Participant deferral / active EE | $5,144 | $5,292-2.8% | $4,729+8.8% | $6,401-19.6% |
| Admin fee / account holder | $236 | $7,492-96.9% | $6,412-96.3% | $11,429-97.9% |