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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 | $10,835 | $65,364-83.4% | $92,909-88.3% | $72,975-85.2% |
| Participation rate | 31.1% | 68.3%-37.2pp | 76.0%-44.9pp | 69.5%-38.4pp |
| Annual return | -0.21% | 42.11%-42.3pp | 109.44%-109.6pp | 81.01%-81.2pp |
| Employer contribution / active EE | $1,129 | $2,594-56.5% | $3,653-69.1% | $2,440-53.7% |
| Participant deferral / active EE | $3,960 | $3,128+26.6% | $4,238-6.6% | $3,608+9.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |