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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 | $18,421 | $167,504-89.0% | $151,628-87.9% | $134,509-86.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -22.05% | 7.81%-29.9pp | 3.34%-25.4pp | 418.13%-440.2pp |
| Employer contribution / active EE | $2,095 | $6,828-69.3% | $6,165-66.0% | $4,741-55.8% |
| Participant deferral / active EE | $3,933 | $8,985-56.2% | $8,363-53.0% | $6,400-38.6% |
| Admin fee / account holder | $124 | $13,779-99.1% | $11,613-98.9% | $11,427-98.9% |