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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 | $11,722 | $158,852-92.6% | $121,220-90.3% | $135,380-91.3% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -11.40% | -0.64%-10.8pp | 16.94%-28.3pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,317 | $5,666-76.8% | $4,023-67.3% | $4,779-72.4% |
| Participant deferral / active EE | $1,651 | $4,006-58.8% | $3,345-50.7% | $5,609-70.6% |
| Admin fee / account holder | $15 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |