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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 | $10,332 | $54,162-80.9% | $68,612-84.9% | $64,173-83.9% |
| Participation rate | 32.2% | 68.1%-35.9pp | 72.2%-40.0pp | 69.6%-37.4pp |
| Annual return | -31.41% | -1.62%-29.8pp | -4.63%-26.8pp | 7.63%-39.0pp |
| Employer contribution / active EE | $704 | $1,846-61.8% | $2,625-73.2% | $2,381-70.4% |
| Participant deferral / active EE | $2,533 | $2,626-3.6% | $3,311-23.5% | $3,470-27.0% |
| Admin fee / account holder | $120 | $4,029-97.0% | $5,131-97.7% | $4,887-97.6% |