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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 | $14,240 | $87,544-83.7% | $75,784-81.2% | $125,388-88.6% |
| Participation rate | 29.4% | 80.2%-50.8pp | 75.8%-46.4pp | 83.2%-53.8pp |
| Annual return | -12.77% | 13.49%-26.3pp | 9.68%-22.4pp | 282.24%-295.0pp |
| Employer contribution / active EE | $815 | $3,930-79.3% | $3,323-75.5% | $4,866-83.3% |
| Participant deferral / active EE | $2,093 | $4,229-50.5% | $3,652-42.7% | $5,352-60.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |