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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 | $16,979 | $167,362-89.9% | $143,799-88.2% | $134,532-87.4% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -25.36% | 0.47%-25.8pp | -0.04%-25.3pp | 418.27%-443.6pp |
| Employer contribution / active EE | $3,213 | $5,620-42.8% | $4,952-35.1% | $4,741-32.2% |
| Participant deferral / active EE | $5,487 | $6,447-14.9% | $5,638-2.7% | $6,401-14.3% |
| Admin fee / account holder | $54 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |