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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 | $15,337 | $167,362-90.8% | $143,799-89.3% | $134,532-88.6% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -21.48% | 0.47%-22.0pp | -0.04%-21.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,910 | $5,620-66.0% | $4,952-61.4% | $4,741-59.7% |
| Participant deferral / active EE | $3,852 | $6,447-40.3% | $5,638-31.7% | $6,401-39.8% |
| Admin fee / account holder | $198 | $18,094-98.9% | $14,677-98.6% | $11,429-98.3% |