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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 | $8,816 | $100,805-91.3% | $86,698-89.8% | $134,532-93.4% |
| Participation rate | 69.2% | 79.0%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | -20.87% | 29.09%-50.0pp | 35.95%-56.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,128 | $3,490-67.7% | $2,837-60.2% | $4,741-76.2% |
| Participant deferral / active EE | $2,440 | $5,339-54.3% | $4,656-47.6% | $6,401-61.9% |
| Admin fee / account holder | $38 | $10,925-99.6% | $7,493-99.5% | $11,429-99.7% |