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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 | $10,959 | $85,790-87.2% | $67,313-83.7% | $135,379-91.9% |
| Participation rate | 58.3% | 76.5%-18.1pp | 69.1%-10.7pp | 82.6%-24.3pp |
| Annual return | -25.56% | -0.54%-25.0pp | -4.08%-21.5pp | 519.79%-545.3pp |
| Employer contribution / active EE | $1,044 | $3,487-70.1% | $2,566-59.3% | $4,779-78.2% |
| Participant deferral / active EE | $3,649 | $4,651-21.5% | $3,568+2.3% | $5,609-34.9% |
| Admin fee / account holder | $5 | $6,392-99.9% | $4,507-99.9% | $10,828-100.0% |