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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 | $14,078 | $72,404-80.6% | $110,243-87.2% | $64,173-78.1% |
| Participation rate | 68.6% | 73.3%-4.8pp | 79.8%-11.3pp | 69.6%-1.0pp |
| Annual return | -7.98% | -6.29%-1.7pp | 314.76%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,243 | $2,282-45.5% | $3,827-67.5% | $2,381-47.8% |
| Participant deferral / active EE | $2,292 | $3,469-33.9% | $4,672-50.9% | $3,470-33.9% |
| Admin fee / account holder | $273 | $5,664-95.2% | $8,548-96.8% | $4,887-94.4% |