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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 | $8,939 | $127,387-93.0% | $115,038-92.2% | $125,389-92.9% |
| Participation rate | 46.2% | 84.2%-38.0pp | 81.4%-35.2pp | 83.2%-37.0pp |
| Annual return | -15.38% | 31.28%-46.7pp | 26.14%-41.5pp | 282.24%-297.6pp |
| Employer contribution / active EE | $1,318 | $5,166-74.5% | $4,608-71.4% | $4,866-72.9% |
| Participant deferral / active EE | $2,667 | $6,423-58.5% | $6,026-55.8% | $5,352-50.2% |
| Admin fee / account holder | $36 | $9,516-99.6% | $8,175-99.6% | $9,541-99.6% |