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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 | $9,763 | $127,387-92.3% | $115,038-91.5% | $125,389-92.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -8.70% | 31.28%-40.0pp | 26.14%-34.8pp | 282.24%-290.9pp |
| Employer contribution / active EE | $1,792 | $5,166-65.3% | $4,608-61.1% | $4,866-63.2% |
| Participant deferral / active EE | $3,558 | $6,423-44.6% | $6,026-41.0% | $5,352-33.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |