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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 | $15,810 | $168,636-90.6% | $147,618-89.3% | $125,388-87.4% |
| Participation rate | 68.2% | 88.8%-20.6pp | 84.6%-16.4pp | 83.2%-15.0pp |
| Annual return | -6.60% | 77.65%-84.2pp | 61.98%-68.6pp | 282.24%-288.8pp |
| Employer contribution / active EE | $1,786 | $6,252-71.4% | $5,565-67.9% | $4,866-63.3% |
| Participant deferral / active EE | $2,902 | $5,507-47.3% | $4,895-40.7% | $5,352-45.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |