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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 | $18,347 | $211,946-91.3% | $169,452-89.2% | $135,380-86.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -11.73% | 3.26%-15.0pp | 1.83%-13.6pp | 519.81%-531.5pp |
| Employer contribution / active EE | $647 | $5,117-87.4% | $4,157-84.4% | $4,779-86.5% |
| Participant deferral / active EE | $2,303 | $6,075-62.1% | $5,277-56.4% | $5,609-58.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |