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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 | $8,762 | $167,352-94.8% | $143,788-93.9% | $134,509-93.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -24.93% | 0.47%-25.4pp | -0.03%-24.9pp | 418.13%-443.1pp |
| Employer contribution / active EE | $1,664 | $5,620-70.4% | $4,952-66.4% | $4,741-64.9% |
| Participant deferral / active EE | $2,726 | $6,447-57.7% | $5,638-51.6% | $6,400-57.4% |
| Admin fee / account holder | $10 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |