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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 | $9,693 | $127,387-92.4% | $115,038-91.6% | $125,389-92.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.14% | 31.28%-36.4pp | 26.14%-31.3pp | 282.24%-287.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,544 | $6,423+17.4% | $6,026+25.2% | $5,352+41.0% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |