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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 | $9,532 | $42,909-77.8% | $60,906-84.4% | $68,486-86.1% |
| Participation rate | 41.2% | 66.8%-25.5pp | 73.1%-31.9pp | 67.9%-26.7pp |
| Annual return | -18.99% | -13.99%-5.0pp | 16.94%-35.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $623 | $1,979-68.5% | $2,703-77.0% | $2,597-76.0% |
| Participant deferral / active EE | $1,621 | $2,866-43.5% | $3,814-57.5% | $4,028-59.8% |
| Admin fee / account holder | $27 | $3,104-99.1% | $3,227-99.2% | $5,404-99.5% |