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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 | $27,303 | $181,896-85.0% | $156,551-82.6% | $273,972-90.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | -29.94% | 30.74%-60.7pp | 32.23%-62.2pp | 41.46%-71.4pp |
| Employer contribution / active EE | $1,690 | $6,248-73.0% | $5,501-69.3% | $4,869-65.3% |
| Participant deferral / active EE | $4,541 | $5,550-18.2% | $4,871-6.8% | $5,287-14.1% |
| Admin fee / account holder | $285 | $15,560-98.2% | $13,028-97.8% | $10,133-97.2% |