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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 | $8,950 | $97,020-90.8% | $83,327-89.3% | $135,380-93.4% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -10.54% | 12.31%-22.9pp | 10.64%-21.2pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,761 | $4,144-57.5% | $3,379-47.9% | $4,779-63.2% |
| Participant deferral / active EE | $3,392 | $5,964-43.1% | $5,565-39.1% | $5,609-39.5% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |