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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 | $18,289 | $167,362-89.1% | $143,799-87.3% | $134,532-86.4% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -24.73% | 0.47%-25.2pp | -0.04%-24.7pp | 418.27%-443.0pp |
| Employer contribution / active EE | $1,241 | $5,620-77.9% | $4,952-74.9% | $4,741-73.8% |
| Participant deferral / active EE | $3,166 | $6,447-50.9% | $5,638-43.8% | $6,401-50.5% |
| Admin fee / account holder | $255 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |