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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 | $8,684 | $113,941-92.4% | $94,229-90.8% | $125,389-93.1% |
| Participation rate | 61.1% | 82.9%-21.8pp | 78.8%-17.7pp | 83.2%-22.1pp |
| Annual return | -11.97% | 5.29%-17.3pp | 10.68%-22.7pp | 282.24%-294.2pp |
| Employer contribution / active EE | $1,742 | $4,727-63.1% | $3,587-51.4% | $4,866-64.2% |
| Participant deferral / active EE | $3,310 | $5,179-36.1% | $4,320-23.4% | $5,352-38.2% |
| Admin fee / account holder | $262 | $8,392-96.9% | $6,269-95.8% | $9,541-97.3% |