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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 | $16,021 | $167,353-90.4% | $143,797-88.9% | $134,545-88.1% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -22.23% | 0.48%-22.7pp | -0.04%-22.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $1,843 | $5,620-67.2% | $4,952-62.8% | $4,742-61.1% |
| Participant deferral / active EE | $5,678 | $6,447-11.9% | $5,638+0.7% | $6,401-11.3% |
| Admin fee / account holder | $92 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |