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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 | $16,773 | $98,240-82.9% | $82,312-79.6% | $147,586-88.6% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | -2.36% | 30.85%-33.2pp | 25.88%-28.2pp | 578.59%-581.0pp |
| Employer contribution / active EE | $1,049 | $3,192-67.1% | $2,428-56.8% | $4,876-78.5% |
| Participant deferral / active EE | $5,009 | $4,383+14.3% | $3,706+35.1% | $5,439-7.9% |
| Admin fee / account holder | $171 | $8,563-98.0% | $5,608-97.0% | $10,886-98.4% |