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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 | $24,580 | $201,344-87.8% | $184,243-86.7% | $145,877-83.2% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.9pp |
| Annual return | -22.78% | 29.01%-51.8pp | 28.82%-51.6pp | 551.28%-574.1pp |
| Employer contribution / active EE | $2,119 | $7,022-69.8% | $6,427-67.0% | $4,663-54.6% |
| Participant deferral / active EE | $3,465 | $9,807-64.7% | $9,132-62.1% | $6,691-48.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |