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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 | $14,335 | $167,352-91.4% | $143,788-90.0% | $134,509-89.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -23.59% | 0.47%-24.1pp | -0.03%-23.6pp | 418.13%-441.7pp |
| Employer contribution / active EE | $1,609 | $5,620-71.4% | $4,952-67.5% | $4,741-66.1% |
| Participant deferral / active EE | $3,913 | $6,447-39.3% | $5,638-30.6% | $6,400-38.9% |
| Admin fee / account holder | $15 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |