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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 | $13,801 | $72,177-80.9% | $115,037-88.0% | $59,633-76.9% |
| Participation rate | 56.0% | 72.6%-16.6pp | 81.4%-25.4pp | 68.7%-12.7pp |
| Annual return | -27.86% | 12.02%-39.9pp | 26.14%-54.0pp | 2041.40%-2069.3pp |
| Employer contribution / active EE | $1,483 | $2,841-47.8% | $4,608-67.8% | $2,203-32.7% |
| Participant deferral / active EE | $5,932 | $4,783+24.0% | $6,026-1.6% | $3,192+85.9% |
| Admin fee / account holder | $151 | $4,927-96.9% | $8,175-98.2% | $4,297-96.5% |