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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 | $13,757 | $87,546-84.3% | $75,784-81.8% | $125,389-89.0% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -12.88% | 13.49%-26.4pp | 9.68%-22.6pp | 282.24%-295.1pp |
| Employer contribution / active EE | $1,548 | $3,930-60.6% | $3,323-53.4% | $4,866-68.2% |
| Participant deferral / active EE | $4,602 | $4,230+8.8% | $3,652+26.0% | $5,352-14.0% |
| Admin fee / account holder | $147 | $6,503-97.7% | $5,300-97.2% | $9,541-98.5% |