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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 | $13,842 | $127,387-89.1% | $115,038-88.0% | $125,389-89.0% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -3.69% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,146 | $5,166-77.8% | $4,608-75.1% | $4,866-76.5% |
| Participant deferral / active EE | $2,967 | $6,423-53.8% | $6,026-50.8% | $5,352-44.6% |
| Admin fee / account holder | $1 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |