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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 | $6,647 | $211,946-96.9% | $169,452-96.1% | $135,380-95.1% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -16.44% | 3.26%-19.7pp | 1.83%-18.3pp | 519.81%-536.2pp |
| Employer contribution / active EE | $1,114 | $5,117-78.2% | $4,157-73.2% | $4,779-76.7% |
| Participant deferral / active EE | $1,278 | $6,075-79.0% | $5,277-75.8% | $5,609-77.2% |
| Admin fee / account holder | $202 | $11,472-98.2% | $9,110-97.8% | $10,828-98.1% |