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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 | $13,864 | $99,032-86.0% | $80,022-82.7% | $135,382-89.8% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -28.65% | 15.39%-44.0pp | 11.22%-39.9pp | 519.77%-548.4pp |
| Employer contribution / active EE | $2,263 | $3,043-25.7% | $2,468-8.3% | $4,779-52.7% |
| Participant deferral / active EE | $5,394 | $4,282+26.0% | $3,686+46.3% | $5,609-3.8% |
| Admin fee / account holder | $129 | $10,436-98.8% | $6,521-98.0% | $10,829-98.8% |