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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 | $14,686 | $167,352-91.2% | $143,788-89.8% | $134,509-89.1% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -21.09% | 0.47%-21.6pp | -0.03%-21.1pp | 418.13%-439.2pp |
| Employer contribution / active EE | $1,582 | $5,620-71.8% | $4,952-68.0% | $4,741-66.6% |
| Participant deferral / active EE | $3,740 | $6,447-42.0% | $5,638-33.7% | $6,400-41.6% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |