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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 | $17,006 | $167,362-89.8% | $143,799-88.2% | $134,532-87.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -35.74% | 0.47%-36.2pp | -0.04%-35.7pp | 418.27%-454.0pp |
| Employer contribution / active EE | $3,396 | $5,620-39.6% | $4,952-31.4% | $4,741-28.4% |
| Participant deferral / active EE | $5,863 | $6,447-9.1% | $5,638+4.0% | $6,401-8.4% |
| Admin fee / account holder | $16 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |