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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 | $10,889 | $52,836-79.4% | $105,738-89.7% | $64,173-83.0% |
| Participation rate | 55.6% | 66.5%-11.0pp | 76.3%-20.8pp | 69.6%-14.0pp |
| Annual return | -13.99% | 14.30%-28.3pp | 6.27%-20.3pp | 7.63%-21.6pp |
| Employer contribution / active EE | $1,432 | $1,827-21.6% | $3,268-56.2% | $2,381-39.9% |
| Participant deferral / active EE | $2,475 | $2,545-2.8% | $4,080-39.3% | $3,470-28.7% |
| Admin fee / account holder | $169 | $3,959-95.7% | $6,913-97.6% | $4,887-96.5% |