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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 | $13,161 | $167,353-92.1% | $143,797-90.8% | $134,545-90.2% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -21.40% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,435 | $5,620-74.5% | $4,952-71.0% | $4,742-69.7% |
| Participant deferral / active EE | $4,383 | $6,447-32.0% | $5,638-22.3% | $6,401-31.5% |
| Admin fee / account holder | $113 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |