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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 | $19,227 | $167,533-88.5% | $151,645-87.3% | $134,545-85.7% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -21.33% | 7.81%-29.1pp | 3.34%-24.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $3,436 | $6,828-49.7% | $6,165-44.3% | $4,742-27.5% |
| Participant deferral / active EE | $5,913 | $8,985-34.2% | $8,363-29.3% | $6,401-7.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |