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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 | $8,941 | $97,020-90.8% | $83,322-89.3% | $135,379-93.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -23.15% | 12.31%-35.5pp | 10.64%-33.8pp | 519.79%-542.9pp |
| Employer contribution / active EE | $1,070 | $4,144-74.2% | $3,379-68.3% | $4,779-77.6% |
| Participant deferral / active EE | $2,031 | $5,964-65.9% | $5,565-63.5% | $5,609-63.8% |
| Admin fee / account holder | $104 | $8,426-98.8% | $7,540-98.6% | $10,828-99.0% |