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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 | $17,937 | $140,592-87.2% | $123,106-85.4% | $125,393-85.7% |
| Participation rate | 53.8% | 88.2%-34.4pp | 86.8%-32.9pp | 83.2%-29.3pp |
| Annual return | -6.58% | 16.80%-23.4pp | 13.22%-19.8pp | 282.23%-288.8pp |
| Employer contribution / active EE | $2,432 | $6,041-59.7% | $5,151-52.8% | $4,866-50.0% |
| Participant deferral / active EE | $3,792 | $6,980-45.7% | $6,229-39.1% | $5,351-29.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |