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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 | $11,277 | $167,362-93.3% | $143,799-92.2% | $134,532-91.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -21.54% | 0.47%-22.0pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,229 | $5,620-78.1% | $4,952-75.2% | $4,741-74.1% |
| Participant deferral / active EE | $2,529 | $6,447-60.8% | $5,638-55.2% | $6,401-60.5% |
| Admin fee / account holder | $13 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |