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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 | $11,096 | $91,911-87.9% | $68,612-83.8% | $135,380-91.8% |
| Participation rate | 63.6% | 76.7%-13.1pp | 72.2%-8.6pp | 82.6%-19.0pp |
| Annual return | -10.35% | -8.22%-2.1pp | -4.63%-5.7pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,075 | $3,924-72.6% | $2,625-59.1% | $4,779-77.5% |
| Participant deferral / active EE | $1,359 | $4,315-68.5% | $3,311-59.0% | $5,609-75.8% |
| Admin fee / account holder | $29 | $9,240-99.7% | $5,131-99.4% | $10,828-99.7% |