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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 | $9,967 | $138,075-92.8% | $123,552-91.9% | $135,379-92.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.40% | 153.70%-165.1pp | 119.20%-130.6pp | 519.79%-531.2pp |
| Employer contribution / active EE | $1,195 | $5,152-76.8% | $4,628-74.2% | $4,779-75.0% |
| Participant deferral / active EE | $3,815 | $6,800-43.9% | $6,426-40.6% | $5,609-32.0% |
| Admin fee / account holder | $234 | $10,917-97.9% | $9,285-97.5% | $10,828-97.8% |