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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 | $17,941 | $127,096-85.9% | $105,736-83.0% | $135,380-86.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 76.3%-47.8pp | 82.6%-54.1pp |
| Annual return | -11.81% | 4.49%-16.3pp | 6.27%-18.1pp | 519.81%-531.6pp |
| Employer contribution / active EE | $1,094 | $4,107-73.4% | $3,268-66.5% | $4,779-77.1% |
| Participant deferral / active EE | $2,143 | $5,064-57.7% | $4,080-47.5% | $5,609-61.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |