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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 | $11,323 | $49,280-77.0% | $67,313-83.2% | $64,173-82.4% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.1%-25.1pp | 69.6%-25.6pp |
| Annual return | -11.10% | -1.39%-9.7pp | -4.08%-7.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $452 | $1,668-72.9% | $2,566-82.4% | $2,381-81.0% |
| Participant deferral / active EE | $1,517 | $2,484-38.9% | $3,568-57.5% | $3,470-56.3% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |