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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 | $9,733 | $133,981-92.7% | $112,249-91.3% | $134,532-92.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -23.41% | 47.16%-70.6pp | 27.48%-50.9pp | 418.27%-441.7pp |
| Employer contribution / active EE | $1,156 | $4,040-71.4% | $3,636-68.2% | $4,741-75.6% |
| Participant deferral / active EE | $2,725 | $5,292-48.5% | $4,729-42.4% | $6,401-57.4% |
| Admin fee / account holder | $31 | $7,492-99.6% | $6,412-99.5% | $11,429-99.7% |