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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 | $10,888 | $87,546-87.6% | $75,784-85.6% | $125,389-91.3% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -216.54% | 13.49%-230.0pp | 9.68%-226.2pp | 282.24%-498.8pp |
| Employer contribution / active EE | $1,342 | $3,930-65.9% | $3,323-59.6% | $4,866-72.4% |
| Participant deferral / active EE | $6,555 | $4,230+55.0% | $3,652+79.5% | $5,352+22.5% |
| Admin fee / account holder | $67 | $6,503-99.0% | $5,300-98.7% | $9,541-99.3% |