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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 | $15,364 | $105,867-85.5% | $90,760-83.1% | $134,532-88.6% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -21.00% | -10.99%-10.0pp | -12.16%-8.8pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,028 | $3,464-70.3% | $2,922-64.8% | $4,741-78.3% |
| Participant deferral / active EE | $2,353 | $5,217-54.9% | $4,565-48.5% | $6,401-63.2% |
| Admin fee / account holder | $202 | $13,936-98.6% | $8,444-97.6% | $11,429-98.2% |