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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 | $5,481 | $133,998-95.9% | $112,263-95.1% | $134,545-95.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -32.41% | 47.17%-79.6pp | 27.49%-59.9pp | 418.37%-450.8pp |
| Employer contribution / active EE | $1,182 | $4,040-70.7% | $3,636-67.5% | $4,742-75.1% |
| Participant deferral / active EE | $1,806 | $5,292-65.9% | $4,729-61.8% | $6,401-71.8% |
| Admin fee / account holder | $26 | $7,493-99.7% | $6,410-99.6% | $11,431-99.8% |