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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 | $11,246 | $82,678-86.4% | $125,391-91.0% | $68,490-83.6% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -28.30% | -5.97%-22.3pp | 572.41%-600.7pp | -7.85%-20.4pp |
| Employer contribution / active EE | $1,167 | $3,382-65.5% | $4,816-75.8% | $2,597-55.0% |
| Participant deferral / active EE | $3,634 | $6,111-40.5% | $7,448-51.2% | $4,028-9.8% |
| Admin fee / account holder | $93 | $6,277-98.5% | $10,009-99.1% | $5,403-98.3% |