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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 | $18,343 | $127,387-85.6% | $115,038-84.1% | $125,389-85.4% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -5.15% | 31.28%-36.4pp | 26.14%-31.3pp | 282.24%-287.4pp |
| Employer contribution / active EE | $1,216 | $5,166-76.5% | $4,608-73.6% | $4,866-75.0% |
| Participant deferral / active EE | $5,552 | $6,423-13.6% | $6,026-7.9% | $5,352+3.8% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |