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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 | $6,803 | $152,597-95.5% | $117,533-94.2% | $134,532-94.9% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -22.79% | 53.04%-75.8pp | 29.77%-52.6pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,018 | $5,576-81.8% | $4,179-75.7% | $4,741-78.5% |
| Participant deferral / active EE | $1,560 | $4,821-67.6% | $4,072-61.7% | $6,401-75.6% |
| Admin fee / account holder | $138 | $7,007-98.0% | $5,647-97.6% | $11,429-98.8% |