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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 | $14,770 | $99,032-85.1% | $80,022-81.5% | $135,380-89.1% |
| Participation rate | 58.8% | 78.4%-19.5pp | 75.8%-17.0pp | 82.6%-23.8pp |
| Annual return | -11.22% | 15.39%-26.6pp | 11.22%-22.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $1,183 | $3,043-61.1% | $2,468-52.1% | $4,779-75.2% |
| Participant deferral / active EE | $1,449 | $4,282-66.2% | $3,686-60.7% | $5,609-74.2% |
| Admin fee / account holder | $250 | $10,436-97.6% | $6,521-96.2% | $10,828-97.7% |