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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 | $10,384 | $167,353-93.8% | $143,797-92.8% | $134,545-92.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -27.55% | 0.48%-28.0pp | -0.04%-27.5pp | 418.37%-445.9pp |
| Employer contribution / active EE | $1,491 | $5,620-73.5% | $4,952-69.9% | $4,742-68.5% |
| Participant deferral / active EE | $3,326 | $6,447-48.4% | $5,638-41.0% | $6,401-48.0% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |