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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 | $10,341 | $154,193-93.3% | $130,045-92.0% | $139,466-92.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 8.34% | 32.51%-24.2pp | -137.30%+145.6pp | 373.66%-365.3pp |
| Employer contribution / active EE | $1,634 | $5,292-69.1% | $4,321-62.2% | $4,754-65.6% |
| Participant deferral / active EE | $2,102 | $6,709-68.7% | $5,820-63.9% | $6,712-68.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |