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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 | $7,962 | $127,386-93.7% | $115,037-93.1% | $125,388-93.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -22.47% | 31.28%-53.7pp | 26.14%-48.6pp | 282.24%-304.7pp |
| Employer contribution / active EE | $1,456 | $5,166-71.8% | $4,608-68.4% | $4,866-70.1% |
| Participant deferral / active EE | $6,270 | $6,423-2.4% | $6,026+4.0% | $5,352+17.2% |
| Admin fee / account holder | $9 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |