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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 | $13,067 | $54,380-76.0% | $68,509-80.9% | $59,633-78.1% |
| Participation rate | 63.0% | 70.2%-7.2pp | 74.7%-11.8pp | 68.7%-5.7pp |
| Annual return | -3.03% | 2.83%-5.9pp | 8.27%-11.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,220 | $1,539-20.7% | $2,278-46.4% | $2,203-44.6% |
| Participant deferral / active EE | $1,470 | $2,643-44.4% | $3,382-56.5% | $3,192-53.9% |
| Admin fee / account holder | $74 | $3,885-98.1% | $5,275-98.6% | $4,297-98.3% |