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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 | $10,465 | $69,518-84.9% | $59,887-82.5% | $135,379-92.3% |
| Participation rate | 38.1% | 77.8%-39.7pp | 74.7%-36.6pp | 82.6%-44.5pp |
| Annual return | -19.59% | 7.95%-27.5pp | 3.46%-23.1pp | 519.79%-539.4pp |
| Employer contribution / active EE | $1,650 | $3,235-49.0% | $2,722-39.4% | $4,779-65.5% |
| Participant deferral / active EE | $1,970 | $4,204-53.1% | $3,402-42.1% | $5,609-64.9% |
| Admin fee / account holder | $71 | $5,734-98.8% | $3,591-98.0% | $10,828-99.3% |