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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 | $4,377 | $73,009-94.0% | $90,756-95.2% | $68,495-93.6% |
| Participation rate | 48.9% | 70.8%-21.9pp | 75.7%-26.8pp | 67.9%-19.0pp |
| Annual return | -27.33% | -13.81%-13.5pp | -12.16%-15.2pp | -7.84%-19.5pp |
| Employer contribution / active EE | $804 | $2,193-63.3% | $2,922-72.5% | $2,596-69.0% |
| Participant deferral / active EE | $1,807 | $3,626-50.2% | $4,565-60.4% | $4,028-55.1% |
| Admin fee / account holder | $48 | $5,896-99.2% | $8,445-99.4% | $5,403-99.1% |