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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 | $11,794 | $56,200-79.0% | $67,653-82.6% | $59,633-80.2% |
| Participation rate | 59.5% | 71.5%-12.0pp | 75.7%-16.2pp | 68.7%-9.2pp |
| Annual return | -5.03% | 18506.71%-18511.7pp | 6625.22%-6630.2pp | 2041.40%-2046.4pp |
| Employer contribution / active EE | $1,070 | $1,615-33.7% | $2,266-52.8% | $2,203-51.4% |
| Participant deferral / active EE | $1,991 | $2,843-30.0% | $3,560-44.1% | $3,192-37.6% |
| Admin fee / account holder | $180 | $3,959-95.5% | $4,821-96.3% | $4,297-95.8% |