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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 | $8,205 | $100,811-91.9% | $86,698-90.5% | $134,545-93.9% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -22.19% | 29.11%-51.3pp | 35.96%-58.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $1,097 | $3,490-68.6% | $2,837-61.3% | $4,742-76.9% |
| Participant deferral / active EE | $1,899 | $5,339-64.4% | $4,656-59.2% | $6,401-70.3% |
| Admin fee / account holder | $134 | $10,926-98.8% | $7,492-98.2% | $11,431-98.8% |