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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 | $8,231 | $118,454-93.1% | $98,441-91.6% | $139,427-94.1% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | -5.11% | 18.94%-24.0pp | 21.16%-26.3pp | 373.27%-378.4pp |
| Employer contribution / active EE | $3,534 | $3,610-2.1% | $3,048+15.9% | $4,752-25.6% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,711-100.0% |
| Admin fee / account holder | $128 | $14,053-99.1% | $8,960-98.6% | $11,404-98.9% |