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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 | $21,275 | $167,522-87.3% | $151,639-86.0% | $134,532-84.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -22.96% | 7.81%-30.8pp | 3.34%-26.3pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,076 | $6,828-69.6% | $6,165-66.3% | $4,741-56.2% |
| Participant deferral / active EE | $5,208 | $8,986-42.0% | $8,363-37.7% | $6,401-18.6% |
| Admin fee / account holder | $14 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |