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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 | $12,488 | $43,730-71.4% | $121,220-89.7% | $64,173-80.5% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.8%-11.8pp | 69.6%-9.6pp |
| Annual return | -9.11% | 68.94%-78.1pp | 16.94%-26.1pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,471 | $2,281-35.5% | $3,345-56.0% | $3,470-57.6% |
| Admin fee / account holder | $232 | $3,502-93.4% | $5,021-95.4% | $4,887-95.2% |