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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 | $6,064 | $129,959-95.3% | $104,301-94.2% | $134,532-95.5% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -26.39% | 42.04%-68.4pp | 24.61%-51.0pp | 418.27%-444.7pp |
| Employer contribution / active EE | $1,819 | $4,185-56.5% | $3,373-46.1% | $4,741-61.6% |
| Participant deferral / active EE | $1,851 | $5,589-66.9% | $4,626-60.0% | $6,401-71.1% |
| Admin fee / account holder | $216 | $9,325-97.7% | $7,340-97.1% | $11,429-98.1% |