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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 | $23,523 | $67,411-65.1% | $91,004-74.2% | $70,124-66.5% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 12.46% | -40.16%+52.6pp | 4.60%+7.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $885 | $1,786-50.4% | $2,456-64.0% | $2,342-62.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $291 | $4,236-93.1% | $5,417-94.6% | $4,645-93.7% |