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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 | $8,762 | $127,100-93.1% | $105,738-91.7% | $135,379-93.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -21.14% | 4.49%-25.6pp | 6.27%-27.4pp | 519.79%-540.9pp |
| Employer contribution / active EE | $854 | $4,107-79.2% | $3,268-73.9% | $4,779-82.1% |
| Participant deferral / active EE | $3,190 | $5,064-37.0% | $4,080-21.8% | $5,609-43.1% |
| Admin fee / account holder | $204 | $9,087-97.8% | $6,913-97.1% | $10,828-98.1% |