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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 | $4,426 | $73,863-94.0% | $143,797-96.9% | $68,490-93.5% |
| Participation rate | 67.1% | 66.7%+0.5pp | 80.3%-13.2pp | 67.9%-0.8pp |
| Annual return | -29.56% | 0.91%-30.5pp | -0.04%-29.5pp | -7.85%-21.7pp |
| Employer contribution / active EE | $1,084 | $3,185-66.0% | $4,952-78.1% | $2,597-58.3% |
| Participant deferral / active EE | $1,865 | $3,385-44.9% | $5,638-66.9% | $4,028-53.7% |
| Admin fee / account holder | $244 | $5,756-95.8% | $14,679-98.3% | $5,403-95.5% |