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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 | $16,641 | $167,533-90.1% | $151,645-89.0% | $134,545-87.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -33.48% | 7.81%-41.3pp | 3.34%-36.8pp | 418.37%-451.8pp |
| Employer contribution / active EE | $1,558 | $6,828-77.2% | $6,165-74.7% | $4,742-67.1% |
| Participant deferral / active EE | $4,501 | $8,985-49.9% | $8,363-46.2% | $6,401-29.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |