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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 | $10,947 | $127,100-91.4% | $105,738-89.6% | $135,382-91.9% |
| Participation rate | 42.9% | 82.7%-39.8pp | 76.3%-33.5pp | 82.6%-39.8pp |
| Annual return | -11.05% | 4.49%-15.5pp | 6.27%-17.3pp | 519.77%-530.8pp |
| Employer contribution / active EE | $898 | $4,107-78.1% | $3,268-72.5% | $4,779-81.2% |
| Participant deferral / active EE | $1,593 | $5,064-68.5% | $4,080-61.0% | $5,609-71.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,829-100.0% |