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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 | $20,192 | $138,076-85.4% | $123,553-83.7% | $135,380-85.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -17.83% | 153.70%-171.5pp | 119.21%-137.0pp | 519.81%-537.6pp |
| Employer contribution / active EE | $1,336 | $5,152-74.1% | $4,628-71.1% | $4,779-72.0% |
| Participant deferral / active EE | $6,022 | $6,800-11.4% | $6,426-6.3% | $5,609+7.4% |
| Admin fee / account holder | $202 | $10,917-98.2% | $9,284-97.8% | $10,828-98.1% |