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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 | $9,010 | $73,863-87.8% | $143,797-93.7% | $68,490-86.8% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.7pp | 67.9%-11.2pp |
| Annual return | -23.60% | 0.91%-24.5pp | -0.04%-23.6pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,389 | $3,185-56.4% | $4,952-72.0% | $2,597-46.5% |
| Participant deferral / active EE | $2,950 | $3,385-12.8% | $5,638-47.7% | $4,028-26.8% |
| Admin fee / account holder | $246 | $5,756-95.7% | $14,679-98.3% | $5,403-95.4% |