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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 | $11,123 | $134,001-91.7% | $112,258-90.1% | $134,509-91.7% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -25.85% | 47.15%-73.0pp | 27.47%-53.3pp | 418.13%-444.0pp |
| Employer contribution / active EE | $862 | $4,039-78.7% | $3,636-76.3% | $4,741-81.8% |
| Participant deferral / active EE | $2,138 | $5,291-59.6% | $4,728-54.8% | $6,400-66.6% |
| Admin fee / account holder | $30 | $7,491-99.6% | $6,411-99.5% | $11,427-99.7% |