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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 | $13,869 | $127,387-89.1% | $115,038-87.9% | $125,389-88.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -5.33% | 31.28%-36.6pp | 26.14%-31.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,598 | $6,423-59.6% | $6,026-56.9% | $5,352-51.5% |
| Admin fee / account holder | $81 | $9,516-99.1% | $8,175-99.0% | $9,541-99.2% |