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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 | $17,321 | $76,367-77.3% | $93,614-81.5% | $72,983-76.3% |
| Participation rate | 18.5% | 71.7%-53.2pp | 75.8%-57.3pp | 69.5%-51.0pp |
| Annual return | -2.73% | 25.82%-28.6pp | 32.76%-35.5pp | 81.01%-83.7pp |
| Employer contribution / active EE | $1,520 | $2,275-33.2% | $2,718-44.1% | $2,440-37.7% |
| Participant deferral / active EE | $3,177 | $3,538-10.2% | $4,069-21.9% | $3,608-11.9% |
| Admin fee / account holder | $53 | $6,838-99.2% | $7,889-99.3% | $5,124-99.0% |