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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 | $20,991 | $127,387-83.5% | $115,038-81.8% | $125,389-83.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -7.10% | 31.28%-38.4pp | 26.14%-33.2pp | 282.24%-289.3pp |
| Employer contribution / active EE | $2,112 | $5,166-59.1% | $4,608-54.2% | $4,866-56.6% |
| Participant deferral / active EE | $7,245 | $6,423+12.8% | $6,026+20.2% | $5,352+35.4% |
| Admin fee / account holder | $108 | $9,516-98.9% | $8,175-98.7% | $9,541-98.9% |