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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 | $8,990 | $49,177-81.7% | $79,466-88.7% | $64,173-86.0% |
| Participation rate | 67.6% | 65.0%+2.6pp | 73.3%-5.7pp | 69.6%-1.9pp |
| Annual return | -13.48% | -1.16%-12.3pp | 718.28%-731.8pp | 7.63%-21.1pp |
| Employer contribution / active EE | $1,274 | $2,076-38.6% | $2,800-54.5% | $2,381-46.5% |
| Participant deferral / active EE | $2,070 | $2,821-26.6% | $3,704-44.1% | $3,470-40.4% |
| Admin fee / account holder | $72 | $3,839-98.1% | $5,104-98.6% | $4,887-98.5% |