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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 | $9,856 | $50,947-80.7% | $74,551-86.8% | $64,173-84.6% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -15.16% | -1.85%-13.3pp | 32.53%-47.7pp | 7.63%-22.8pp |
| Employer contribution / active EE | $2,083 | $1,115+86.7% | $1,961+6.2% | $2,381-12.5% |
| Participant deferral / active EE | $2,475 | $2,302+7.6% | $3,108-20.4% | $3,470-28.7% |
| Admin fee / account holder | $187 | $4,221-95.6% | $5,059-96.3% | $4,887-96.2% |