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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 | $15,676 | $113,941-86.2% | $94,229-83.4% | $125,389-87.5% |
| Participation rate | 64.3% | 82.9%-18.6pp | 78.8%-14.5pp | 83.2%-18.9pp |
| Annual return | -5.11% | 5.29%-10.4pp | 10.68%-15.8pp | 282.24%-287.4pp |
| Employer contribution / active EE | $1,895 | $4,727-59.9% | $3,587-47.2% | $4,866-61.0% |
| Participant deferral / active EE | $4,635 | $5,179-10.5% | $4,320+7.3% | $5,352-13.4% |
| Admin fee / account holder | $292 | $8,392-96.5% | $6,269-95.3% | $9,541-96.9% |