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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 | $12,933 | $54,162-76.1% | $68,612-81.1% | $64,173-79.8% |
| Participation rate | 25.7% | 68.1%-42.3pp | 72.2%-46.5pp | 69.6%-43.9pp |
| Annual return | -20.38% | -1.62%-18.8pp | -4.63%-15.7pp | 7.63%-28.0pp |
| Employer contribution / active EE | $1,010 | $1,846-45.3% | $2,625-61.5% | $2,381-57.6% |
| Participant deferral / active EE | $1,628 | $2,626-38.0% | $3,311-50.8% | $3,470-53.1% |
| Admin fee / account holder | $29 | $4,029-99.3% | $5,131-99.4% | $4,887-99.4% |