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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 | $14,749 | $57,350-74.3% | $83,850-82.4% | $64,181-77.0% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.8pp |
| Annual return | -10.05% | 11.38%-21.4pp | 850.92%-861.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,397 | $2,545-45.1% | $3,631-61.5% | $2,381-41.3% |
| Participant deferral / active EE | $1,820 | $2,993-39.2% | $4,082-55.4% | $3,470-47.5% |
| Admin fee / account holder | $23 | $4,046-99.4% | $5,478-99.6% | $4,887-99.5% |