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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 | $15,728 | $64,719-75.7% | $112,249-86.0% | $68,486-77.0% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -22.55% | -11.40%-11.2pp | 27.48%-50.0pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,905 | $2,747-30.6% | $3,636-47.6% | $2,597-26.6% |
| Participant deferral / active EE | $4,473 | $3,565+25.5% | $4,729-5.4% | $4,028+11.1% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |