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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 | $9,745 | $133,998-92.7% | $112,263-91.3% | $134,545-92.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.11% | 47.17%-69.3pp | 27.49%-49.6pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,337 | $4,040-66.9% | $3,636-63.2% | $4,742-71.8% |
| Participant deferral / active EE | $1,775 | $5,292-66.5% | $4,729-62.5% | $6,401-72.3% |
| Admin fee / account holder | $42 | $7,493-99.4% | $6,410-99.3% | $11,431-99.6% |