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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 | $9,514 | $50,958-81.3% | $74,552-87.2% | $64,181-85.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -30.91% | -1.86%-29.1pp | 32.53%-63.4pp | 7.63%-38.5pp |
| Employer contribution / active EE | $1,464 | $1,115+31.3% | $1,961-25.3% | $2,381-38.5% |
| Participant deferral / active EE | $2,656 | $2,301+15.4% | $3,108-14.5% | $3,470-23.4% |
| Admin fee / account holder | $55 | $4,223-98.7% | $5,060-98.9% | $4,887-98.9% |