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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 | $21,489 | $127,387-83.1% | $115,038-81.3% | $125,389-82.9% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.27% | 31.28%-36.6pp | 26.14%-31.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,223 | $5,166-76.3% | $4,608-73.5% | $4,866-74.9% |
| Participant deferral / active EE | $5,632 | $6,423-12.3% | $6,026-6.5% | $5,352+5.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |