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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 | $16,127 | $72,404-77.7% | $110,241-85.4% | $64,181-74.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -11.75% | -6.29%-5.5pp | 314.75%-326.5pp | 7.63%-19.4pp |
| Employer contribution / active EE | $2,085 | $2,282-8.6% | $3,827-45.5% | $2,381-12.4% |
| Participant deferral / active EE | $3,991 | $3,469+15.0% | $4,672-14.6% | $3,470+15.0% |
| Admin fee / account holder | $142 | $5,664-97.5% | $8,548-98.3% | $4,887-97.1% |