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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 | $14,498 | $77,816-81.4% | $123,552-88.3% | $64,173-77.4% |
| Participation rate | 46.9% | 74.7%-27.8pp | 82.3%-35.4pp | 69.6%-22.7pp |
| Annual return | -11.70% | 12.49%-24.2pp | 119.20%-130.9pp | 7.63%-19.3pp |
| Employer contribution / active EE | $792 | $3,014-73.7% | $4,628-82.9% | $2,381-66.7% |
| Participant deferral / active EE | $3,008 | $5,240-42.6% | $6,426-53.2% | $3,470-13.3% |
| Admin fee / account holder | $127 | $5,519-97.7% | $9,285-98.6% | $4,887-97.4% |