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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 | $5,642 | $42,910-86.9% | $60,919-90.7% | $68,490-91.8% |
| Participation rate | 54.5% | 66.8%-12.2pp | 73.1%-18.6pp | 67.9%-13.4pp |
| Annual return | -19.59% | -13.99%-5.6pp | 16.96%-36.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $939 | $1,978-52.5% | $2,704-65.3% | $2,597-63.8% |
| Participant deferral / active EE | $1,135 | $2,866-60.4% | $3,814-70.2% | $4,028-71.8% |
| Admin fee / account holder | $109 | $3,104-96.5% | $3,228-96.6% | $5,403-98.0% |