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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 | $21,064 | $167,533-87.4% | $151,645-86.1% | $134,545-84.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -31.05% | 7.81%-38.9pp | 3.34%-34.4pp | 418.37%-449.4pp |
| Employer contribution / active EE | $1,837 | $6,828-73.1% | $6,165-70.2% | $4,742-61.3% |
| Participant deferral / active EE | $4,350 | $8,985-51.6% | $8,363-48.0% | $6,401-32.0% |
| Admin fee / account holder | $148 | $13,781-98.9% | $11,614-98.7% | $11,431-98.7% |