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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 | $11,782 | $49,255-76.1% | $70,494-83.3% | $79,856-85.2% |
| Participation rate | 53.5% | 69.2%-15.7pp | 75.1%-21.6pp | 69.6%-16.2pp |
| Annual return | -0.74% | 30.10%-30.8pp | 109.16%-109.9pp | 31.71%-32.5pp |
| Employer contribution / active EE | $1,127 | $2,100-46.3% | $2,738-58.8% | $2,471-54.4% |
| Participant deferral / active EE | $898 | $2,768-67.6% | $3,711-75.8% | $3,741-76.0% |
| Admin fee / account holder | $20 | $2,879-99.3% | $3,848-99.5% | $5,306-99.6% |