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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 | $8,312 | $53,546-84.5% | $69,890-88.1% | $68,490-87.9% |
| Participation rate | 63.0% | 64.5%-1.5pp | 70.5%-7.4pp | 67.9%-4.9pp |
| Annual return | -52.58% | -13.87%-38.7pp | 190.84%-243.4pp | -7.85%-44.7pp |
| Employer contribution / active EE | $2,089 | $2,019+3.5% | $2,560-18.4% | $2,597-19.6% |
| Participant deferral / active EE | $3,443 | $2,957+16.5% | $3,848-10.5% | $4,028-14.5% |
| Admin fee / account holder | $127 | $4,693-97.3% | $6,267-98.0% | $5,403-97.6% |