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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 | $6,472 | $93,124-93.0% | $77,100-91.6% | $134,545-95.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -22.36% | 62.68%-85.0pp | 42.35%-64.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $720 | $3,421-79.0% | $2,815-74.4% | $4,742-84.8% |
| Participant deferral / active EE | $4,867 | $5,242-7.2% | $4,430+9.9% | $6,401-24.0% |
| Admin fee / account holder | $85 | $6,970-98.8% | $5,443-98.4% | $11,431-99.3% |