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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 | $21,030 | $127,387-83.5% | $115,038-81.7% | $125,389-83.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -12.81% | 31.28%-44.1pp | 26.14%-39.0pp | 282.24%-295.1pp |
| Employer contribution / active EE | $1,895 | $5,166-63.3% | $4,608-58.9% | $4,866-61.1% |
| Participant deferral / active EE | $9,112 | $6,423+41.9% | $6,026+51.2% | $5,352+70.3% |
| Admin fee / account holder | $14 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |