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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 | $12,408 | $45,566-72.8% | $64,105-80.6% | $59,633-79.2% |
| Participation rate | 55.2% | 60.2%-5.0pp | 68.2%-13.0pp | 68.7%-13.5pp |
| Annual return | -3.09% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,217 | $934+30.3% | $1,820-33.1% | $2,203-44.7% |
| Participant deferral / active EE | $2,322 | $2,057+12.9% | $2,822-17.7% | $3,192-27.2% |
| Admin fee / account holder | $160 | $3,268-95.1% | $4,499-96.4% | $4,297-96.3% |