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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 | $10,849 | $142,361-92.4% | $119,608-90.9% | $134,509-91.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -24.44% | -12.46%-12.0pp | -14.98%-9.5pp | 418.13%-442.6pp |
| Employer contribution / active EE | $2,287 | $5,224-56.2% | $4,232-46.0% | $4,741-51.8% |
| Participant deferral / active EE | $5,279 | $6,468-18.4% | $5,601-5.8% | $6,400-17.5% |
| Admin fee / account holder | $151 | $13,588-98.9% | $10,326-98.5% | $11,427-98.7% |