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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 | $8,308 | $73,863-88.8% | $143,797-94.2% | $68,490-87.9% |
| Participation rate | 32.5% | 66.7%-34.2pp | 80.3%-47.8pp | 67.9%-35.4pp |
| Annual return | -22.30% | 0.91%-23.2pp | -0.04%-22.3pp | -7.85%-14.4pp |
| Employer contribution / active EE | $782 | $3,185-75.5% | $4,952-84.2% | $2,597-69.9% |
| Participant deferral / active EE | $1,241 | $3,385-63.3% | $5,638-78.0% | $4,028-69.2% |
| Admin fee / account holder | $260 | $5,756-95.5% | $14,679-98.2% | $5,403-95.2% |