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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 | $14,125 | $167,362-91.6% | $143,799-90.2% | $134,532-89.5% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -44.66% | 0.47%-45.1pp | -0.04%-44.6pp | 418.27%-462.9pp |
| Employer contribution / active EE | $2,554 | $5,620-54.6% | $4,952-48.4% | $4,741-46.1% |
| Participant deferral / active EE | $3,362 | $6,447-47.9% | $5,638-40.4% | $6,401-47.5% |
| Admin fee / account holder | $67 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |