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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 | $14,108 | $106,115-86.7% | $85,969-83.6% | $125,389-88.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 76.5%-9.9pp | 83.2%-16.5pp |
| Annual return | -7.60% | 13.93%-21.5pp | 9.32%-16.9pp | 282.24%-289.8pp |
| Employer contribution / active EE | $1,030 | $4,537-77.3% | $3,474-70.4% | $4,866-78.8% |
| Participant deferral / active EE | $5,133 | $4,859+5.6% | $3,829+34.1% | $5,352-4.1% |
| Admin fee / account holder | $41 | $8,144-99.5% | $6,053-99.3% | $9,541-99.6% |