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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 | $20,288 | $138,075-85.3% | $123,552-83.6% | $135,379-85.0% |
| Participation rate | 23.8% | 84.7%-60.9pp | 82.3%-58.5pp | 82.6%-58.8pp |
| Annual return | -9.70% | 153.70%-163.4pp | 119.20%-128.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,210 | $5,152-76.5% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $2,348 | $6,800-65.5% | $6,426-63.5% | $5,609-58.1% |
| Admin fee / account holder | $45 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |