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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 | $7,788 | $167,352-95.3% | $143,788-94.6% | $134,509-94.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -24.02% | 0.47%-24.5pp | -0.03%-24.0pp | 418.13%-442.2pp |
| Employer contribution / active EE | $4,470 | $5,620-20.5% | $4,952-9.7% | $4,741-5.7% |
| Participant deferral / active EE | $6,300 | $6,447-2.3% | $5,638+11.7% | $6,400-1.6% |
| Admin fee / account holder | $211 | $18,091-98.8% | $14,675-98.6% | $11,427-98.1% |