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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 | $23,288 | $113,941-79.6% | $94,228-75.3% | $125,388-81.4% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -5.69% | 5.29%-11.0pp | 10.68%-16.4pp | 282.24%-287.9pp |
| Employer contribution / active EE | $1,465 | $4,727-69.0% | $3,587-59.2% | $4,866-69.9% |
| Participant deferral / active EE | $2,199 | $5,179-57.5% | $4,320-49.1% | $5,352-58.9% |
| Admin fee / account holder | $299 | $8,392-96.4% | $6,269-95.2% | $9,541-96.9% |