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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 | $10,299 | $113,941-91.0% | $94,229-89.1% | $125,389-91.8% |
| Participation rate | 61.5% | 82.9%-21.4pp | 78.8%-17.2pp | 83.2%-21.7pp |
| Annual return | -7.10% | 5.29%-12.4pp | 10.68%-17.8pp | 282.24%-289.3pp |
| Employer contribution / active EE | $2,534 | $4,727-46.4% | $3,587-29.3% | $4,866-47.9% |
| Participant deferral / active EE | $3,131 | $5,179-39.5% | $4,320-27.5% | $5,352-41.5% |
| Admin fee / account holder | $42 | $8,392-99.5% | $6,269-99.3% | $9,541-99.6% |