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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 | $14,402 | $72,177-80.0% | $115,038-87.5% | $59,633-75.8% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -8.51% | 12.02%-20.5pp | 26.14%-34.6pp | 2041.45%-2050.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,539 | $4,783+36.7% | $6,026+8.5% | $3,192+104.9% |
| Admin fee / account holder | $10 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |