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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 | $6,304 | $129,959-95.1% | $104,301-94.0% | $134,532-95.3% |
| Participation rate | 68.4% | 79.5%-11.1pp | 73.3%-4.8pp | 81.2%-12.8pp |
| Annual return | -22.87% | 42.04%-64.9pp | 24.61%-47.5pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,379 | $4,185-67.0% | $3,373-59.1% | $4,741-70.9% |
| Participant deferral / active EE | $1,530 | $5,589-72.6% | $4,626-66.9% | $6,401-76.1% |
| Admin fee / account holder | $55 | $9,325-99.4% | $7,340-99.3% | $11,429-99.5% |