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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 | $17,164 | $167,352-89.7% | $143,788-88.1% | $134,509-87.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.73% | 0.47%-23.2pp | -0.03%-22.7pp | 418.13%-440.9pp |
| Employer contribution / active EE | $1,307 | $5,620-76.7% | $4,952-73.6% | $4,741-72.4% |
| Participant deferral / active EE | $6,307 | $6,447-2.2% | $5,638+11.9% | $6,400-1.5% |
| Admin fee / account holder | $31 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |