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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 | $6,728 | $134,001-95.0% | $112,258-94.0% | $134,509-95.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -25.29% | 47.15%-72.4pp | 27.47%-52.8pp | 418.13%-443.4pp |
| Employer contribution / active EE | $1,459 | $4,039-63.9% | $3,636-59.9% | $4,741-69.2% |
| Participant deferral / active EE | $4,530 | $5,291-14.4% | $4,728-4.2% | $6,400-29.2% |
| Admin fee / account holder | $253 | $7,491-96.6% | $6,411-96.1% | $11,427-97.8% |