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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 | $12,435 | $127,387-90.2% | $115,038-89.2% | $125,389-90.1% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -5.04% | 31.28%-36.3pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,661 | $6,423+19.3% | $6,026+27.1% | $5,352+43.2% |
| Admin fee / account holder | $156 | $9,516-98.4% | $8,175-98.1% | $9,541-98.4% |