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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 | $10,306 | $211,946-95.1% | $169,452-93.9% | $135,382-92.4% |
| Participation rate | 63.6% | 82.6%-19.0pp | 77.8%-14.1pp | 82.6%-19.0pp |
| Annual return | -9.81% | 3.26%-13.1pp | 1.83%-11.6pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,418 | $5,117-72.3% | $4,157-65.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,436 | $6,075-76.4% | $5,277-72.8% | $5,609-74.4% |
| Admin fee / account holder | $167 | $11,472-98.5% | $9,110-98.2% | $10,829-98.5% |