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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 | $9,414 | $211,946-95.6% | $169,452-94.4% | $135,380-93.0% |
| Participation rate | 61.1% | 82.6%-21.5pp | 77.8%-16.7pp | 82.6%-21.5pp |
| Annual return | -14.71% | 3.26%-18.0pp | 1.83%-16.5pp | 519.81%-534.5pp |
| Employer contribution / active EE | $1,061 | $5,117-79.3% | $4,157-74.5% | $4,779-77.8% |
| Participant deferral / active EE | $3,036 | $6,075-50.0% | $5,277-42.5% | $5,609-45.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |