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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 | $12,113 | $93,064-87.0% | $74,577-83.8% | $273,972-95.6% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | -30.75% | 26.18%-56.9pp | 20.47%-51.2pp | 41.46%-72.2pp |
| Employer contribution / active EE | $1,321 | $3,160-58.2% | $2,525-47.7% | $4,869-72.9% |
| Participant deferral / active EE | $2,517 | $4,160-39.5% | $3,458-27.2% | $5,287-52.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |