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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 | $12,475 | $127,387-90.2% | $115,038-89.2% | $125,389-90.1% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -5.07% | 31.28%-36.4pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,048 | $5,166-79.7% | $4,608-77.3% | $4,866-78.5% |
| Participant deferral / active EE | $2,008 | $6,423-68.7% | $6,026-66.7% | $5,352-62.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |