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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 | $5,877 | $134,001-95.6% | $112,258-94.8% | $134,509-95.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -30.28% | 47.15%-77.4pp | 27.47%-57.7pp | 418.13%-448.4pp |
| Employer contribution / active EE | $4,062 | $4,039+0.6% | $3,636+11.7% | $4,741-14.3% |
| Participant deferral / active EE | $5,602 | $5,291+5.9% | $4,728+18.5% | $6,400-12.5% |
| Admin fee / account holder | $13 | $7,491-99.8% | $6,411-99.8% | $11,427-99.9% |