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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 | $14,434 | $211,946-93.2% | $169,452-91.5% | $135,380-89.3% |
| Participation rate | 57.9% | 82.6%-24.7pp | 77.8%-19.9pp | 82.6%-24.7pp |
| Annual return | -11.43% | 3.26%-14.7pp | 1.83%-13.3pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,510 | $5,117-70.5% | $4,157-63.7% | $4,779-68.4% |
| Participant deferral / active EE | $3,719 | $6,075-38.8% | $5,277-29.5% | $5,609-33.7% |
| Admin fee / account holder | $125 | $11,472-98.9% | $9,110-98.6% | $10,828-98.8% |