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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 | $9,760 | $167,352-94.2% | $143,788-93.2% | $134,509-92.7% |
| Participation rate | 61.9% | 84.8%-22.9pp | 80.3%-18.4pp | 81.2%-19.3pp |
| Annual return | -23.36% | 0.47%-23.8pp | -0.03%-23.3pp | 418.13%-441.5pp |
| Employer contribution / active EE | $1,450 | $5,620-74.2% | $4,952-70.7% | $4,741-69.4% |
| Participant deferral / active EE | $2,122 | $6,447-67.1% | $5,638-62.4% | $6,400-66.8% |
| Admin fee / account holder | $8 | $18,091-100.0% | $14,675-99.9% | $11,427-99.9% |