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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 | $13,509 | $95,979-85.9% | $74,551-81.9% | $135,380-90.0% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -11.32% | 56.97%-68.3pp | 32.53%-43.9pp | 519.81%-531.1pp |
| Employer contribution / active EE | $933 | $2,716-65.7% | $1,961-52.4% | $4,779-80.5% |
| Participant deferral / active EE | $1,040 | $3,844-72.9% | $3,108-66.5% | $5,609-81.5% |
| Admin fee / account holder | $109 | $6,522-98.3% | $5,059-97.8% | $10,828-99.0% |