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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 | $13,089 | $92,219-85.8% | $76,767-82.9% | $135,380-90.3% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -12.96% | 5.46%-18.4pp | 2.43%-15.4pp | 519.81%-532.8pp |
| Employer contribution / active EE | $875 | $3,216-72.8% | $2,485-64.8% | $4,779-81.7% |
| Participant deferral / active EE | $1,841 | $4,508-59.2% | $3,852-52.2% | $5,609-67.2% |
| Admin fee / account holder | $133 | $10,749-98.8% | $6,675-98.0% | $10,828-98.8% |