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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 | $10,558 | $134,001-92.1% | $112,258-90.6% | $134,509-92.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -24.14% | 47.15%-71.3pp | 27.47%-51.6pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,387 | $4,039-65.7% | $3,636-61.9% | $4,741-70.7% |
| Participant deferral / active EE | $2,274 | $5,291-57.0% | $4,728-51.9% | $6,400-64.5% |
| Admin fee / account holder | $42 | $7,491-99.4% | $6,411-99.4% | $11,427-99.6% |