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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 | $12,526 | $87,546-85.7% | $75,784-83.5% | $125,389-90.0% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -4.48% | 13.49%-18.0pp | 9.68%-14.2pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,050 | $3,930-73.3% | $3,323-68.4% | $4,866-78.4% |
| Participant deferral / active EE | $1,357 | $4,230-67.9% | $3,652-62.8% | $5,352-74.6% |
| Admin fee / account holder | $120 | $6,503-98.2% | $5,300-97.7% | $9,541-98.7% |