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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 | $12,512 | $100,811-87.6% | $86,698-85.6% | $134,545-90.7% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -41.51% | 29.11%-70.6pp | 35.96%-77.5pp | 418.37%-459.9pp |
| Employer contribution / active EE | $3,431 | $3,490-1.7% | $2,837+20.9% | $4,742-27.6% |
| Participant deferral / active EE | $5,523 | $5,339+3.4% | $4,656+18.6% | $6,401-13.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |