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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 | $7,415 | $42,383-82.5% | $76,518-90.3% | $64,173-88.4% |
| Participation rate | 36.9% | 58.1%-21.2pp | 68.0%-31.1pp | 69.6%-32.6pp |
| Annual return | -19.01% | -16.54%-2.5pp | -0.27%-18.7pp | 7.63%-26.6pp |
| Employer contribution / active EE | $705 | $1,563-54.9% | $2,647-73.4% | $2,381-70.4% |
| Participant deferral / active EE | $1,112 | $2,566-56.7% | $3,836-71.0% | $3,470-67.9% |
| Admin fee / account holder | $114 | $3,198-96.4% | $4,849-97.6% | $4,887-97.7% |