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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 | $14,934 | $167,362-91.1% | $143,799-89.6% | $134,532-88.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -20.54% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,800 | $5,620-68.0% | $4,952-63.7% | $4,741-62.0% |
| Participant deferral / active EE | $2,753 | $6,447-57.3% | $5,638-51.2% | $6,401-57.0% |
| Admin fee / account holder | $99 | $18,094-99.5% | $14,677-99.3% | $11,429-99.1% |