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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 | $11,417 | $99,032-88.5% | $80,022-85.7% | $135,382-91.6% |
| Participation rate | 31.3% | 78.4%-47.1pp | 75.8%-44.6pp | 82.6%-51.4pp |
| Annual return | -11.05% | 15.39%-26.4pp | 11.22%-22.3pp | 519.77%-530.8pp |
| Employer contribution / active EE | $1,063 | $3,043-65.1% | $2,468-56.9% | $4,779-77.8% |
| Participant deferral / active EE | $1,492 | $4,282-65.2% | $3,686-59.5% | $5,609-73.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,829-100.0% |