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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 | $17,428 | $167,352-89.6% | $143,788-87.9% | $134,509-87.0% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -20.31% | 0.47%-20.8pp | -0.03%-20.3pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,150 | $5,620-79.5% | $4,952-76.8% | $4,741-75.8% |
| Participant deferral / active EE | $3,637 | $6,447-43.6% | $5,638-35.5% | $6,400-43.2% |
| Admin fee / account holder | $106 | $18,091-99.4% | $14,675-99.3% | $11,427-99.1% |