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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 | $9,585 | $59,819-84.0% | $79,583-88.0% | $68,490-86.0% |
| Participation rate | 22.9% | 61.1%-38.2pp | 69.5%-46.6pp | 67.9%-45.0pp |
| Annual return | -33.57% | -12.30%-21.3pp | 0.16%-33.7pp | -7.85%-25.7pp |
| Employer contribution / active EE | $595 | $1,505-60.5% | $2,414-75.3% | $2,597-77.1% |
| Participant deferral / active EE | $1,622 | $3,025-46.4% | $3,986-59.3% | $4,028-59.7% |
| Admin fee / account holder | $44 | $4,835-99.1% | $6,835-99.4% | $5,403-99.2% |