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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 | $11,288 | $64,729-82.6% | $112,263-89.9% | $68,490-83.5% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -23.23% | -11.40%-11.8pp | 27.49%-50.7pp | -7.85%-15.4pp |
| Employer contribution / active EE | $1,038 | $2,746-62.2% | $3,636-71.5% | $2,597-60.0% |
| Participant deferral / active EE | $2,291 | $3,566-35.8% | $4,729-51.6% | $4,028-43.1% |
| Admin fee / account holder | $132 | $5,222-97.5% | $6,410-97.9% | $5,403-97.6% |