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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 | $8,514 | $87,546-90.3% | $75,784-88.8% | $125,389-93.2% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -7.83% | 13.49%-21.3pp | 9.68%-17.5pp | 282.24%-290.1pp |
| Employer contribution / active EE | $1,048 | $3,930-73.3% | $3,323-68.5% | $4,866-78.5% |
| Participant deferral / active EE | $4,603 | $4,230+8.8% | $3,652+26.1% | $5,352-14.0% |
| Admin fee / account holder | $103 | $6,503-98.4% | $5,300-98.1% | $9,541-98.9% |