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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 | $17,508 | $167,353-89.5% | $143,797-87.8% | $134,545-87.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -24.77% | 0.48%-25.2pp | -0.04%-24.7pp | 418.37%-443.1pp |
| Employer contribution / active EE | $1,697 | $5,620-69.8% | $4,952-65.7% | $4,742-64.2% |
| Participant deferral / active EE | $7,497 | $6,447+16.3% | $5,638+33.0% | $6,401+17.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |