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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 | $10,612 | $75,935-86.0% | $60,547-82.5% | $125,389-91.5% |
| Participation rate | 31.6% | 76.5%-45.0pp | 68.0%-36.4pp | 83.2%-51.6pp |
| Annual return | -8.03% | -5.38%-2.6pp | 335.64%-343.7pp | 282.24%-290.3pp |
| Employer contribution / active EE | $1,338 | $3,438-61.1% | $2,419-44.7% | $4,866-72.5% |
| Participant deferral / active EE | $4,304 | $4,506-4.5% | $3,328+29.3% | $5,352-19.6% |
| Admin fee / account holder | $265 | $6,768-96.1% | $4,536-94.2% | $9,541-97.2% |