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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 | $16,674 | $113,941-85.4% | $94,229-82.3% | $125,389-86.7% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -7.47% | 5.29%-12.8pp | 10.68%-18.2pp | 282.24%-289.7pp |
| Employer contribution / active EE | $1,259 | $4,727-73.4% | $3,587-64.9% | $4,866-74.1% |
| Participant deferral / active EE | $2,289 | $5,179-55.8% | $4,320-47.0% | $5,352-57.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |