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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 | $16,925 | $72,404-76.6% | $110,243-84.6% | $64,173-73.6% |
| Participation rate | 60.9% | 73.3%-12.5pp | 79.8%-19.0pp | 69.6%-8.7pp |
| Annual return | -8.94% | -6.29%-2.7pp | 314.76%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,697 | $2,282-25.6% | $3,827-55.7% | $2,381-28.7% |
| Participant deferral / active EE | $3,454 | $3,469-0.4% | $4,672-26.1% | $3,470-0.5% |
| Admin fee / account holder | $213 | $5,664-96.2% | $8,548-97.5% | $4,887-95.6% |