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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 | $9,453 | $142,392-93.4% | $119,622-92.1% | $134,532-93.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -24.35% | -12.46%-11.9pp | -14.98%-9.4pp | 418.27%-442.6pp |
| Employer contribution / active EE | $3,200 | $5,224-38.7% | $4,232-24.4% | $4,741-32.5% |
| Participant deferral / active EE | $10,256 | $6,467+58.6% | $5,601+83.1% | $6,401+60.2% |
| Admin fee / account holder | $181 | $13,593-98.7% | $10,328-98.2% | $11,429-98.4% |