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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 | $17,144 | $100,811-83.0% | $86,698-80.2% | $134,545-87.3% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -23.98% | 29.11%-53.1pp | 35.96%-59.9pp | 418.37%-442.3pp |
| Employer contribution / active EE | $2,830 | $3,490-18.9% | $2,837-0.2% | $4,742-40.3% |
| Participant deferral / active EE | $4,230 | $5,339-20.8% | $4,656-9.1% | $6,401-33.9% |
| Admin fee / account holder | $111 | $10,926-99.0% | $7,492-98.5% | $11,431-99.0% |