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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 | $5,802 | $42,383-86.3% | $76,518-92.4% | $64,173-91.0% |
| Participation rate | 51.2% | 58.1%-7.0pp | 68.0%-16.8pp | 69.6%-18.4pp |
| Annual return | -37.97% | -16.54%-21.4pp | -0.27%-37.7pp | 7.63%-45.6pp |
| Employer contribution / active EE | $752 | $1,563-51.9% | $2,647-71.6% | $2,381-68.4% |
| Participant deferral / active EE | $2,256 | $2,566-12.1% | $3,836-41.2% | $3,470-35.0% |
| Admin fee / account holder | $69 | $3,198-97.9% | $4,849-98.6% | $4,887-98.6% |