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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 | $10,473 | $107,809-90.3% | $90,657-88.4% | $135,380-92.3% |
| Participation rate | 39.1% | 78.0%-38.9pp | 74.0%-34.9pp | 82.6%-43.5pp |
| Annual return | -10.87% | -0.90%-10.0pp | 1.89%-12.8pp | 519.81%-530.7pp |
| Employer contribution / active EE | $631 | $3,018-79.1% | $2,532-75.1% | $4,779-86.8% |
| Participant deferral / active EE | $909 | $3,872-76.5% | $3,424-73.4% | $5,609-83.8% |
| Admin fee / account holder | $79 | $5,931-98.7% | $4,994-98.4% | $10,828-99.3% |