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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 | $22,666 | $162,821-86.1% | $133,978-83.1% | $158,982-85.7% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | -6.34% | 41.95%-48.3pp | 45.10%-51.4pp | 302.99%-309.3pp |
| Employer contribution / active EE | $946 | $4,976-81.0% | $3,919-75.9% | $4,763-80.1% |
| Participant deferral / active EE | $2,220 | $5,910-62.4% | $5,047-56.0% | $5,983-62.9% |
| Admin fee / account holder | $259 | $11,742-97.8% | $8,930-97.1% | $11,252-97.7% |