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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 | $17,679 | $54,320-67.5% | $67,652-73.9% | $52,331-66.2% |
| Participation rate | 56.1% | 73.6%-17.5pp | 75.7%-19.6pp | 68.1%-12.0pp |
| Annual return | -2.61% | 6.81%-9.4pp | 6625.40%-6628.0pp | 4.54%-7.1pp |
| Employer contribution / active EE | $1,792 | $1,544+16.1% | $2,266-20.9% | $1,882-4.8% |
| Participant deferral / active EE | $2,815 | $2,950-4.6% | $3,560-20.9% | $3,022-6.8% |
| Admin fee / account holder | $296 | $527-43.9% | $4,821-93.9% | $592-50.0% |