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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 | $11,727 | $142,392-91.8% | $119,622-90.2% | $134,532-91.3% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -33.72% | -12.46%-21.3pp | -14.98%-18.7pp | 418.27%-452.0pp |
| Employer contribution / active EE | $4,583 | $5,224-12.3% | $4,232+8.3% | $4,741-3.3% |
| Participant deferral / active EE | $12,746 | $6,467+97.1% | $5,601+127.6% | $6,401+99.1% |
| Admin fee / account holder | $290 | $13,593-97.9% | $10,328-97.2% | $11,429-97.5% |