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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 | $13,072 | $52,911-75.3% | $73,309-82.2% | $59,633-78.1% |
| Participation rate | 54.1% | 68.2%-14.2pp | 74.9%-20.9pp | 68.7%-14.6pp |
| Annual return | -2.96% | 12.20%-15.2pp | 5.67%-8.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,157 | $1,909-39.4% | $3,237-64.3% | $2,203-47.5% |
| Participant deferral / active EE | $2,657 | $4,069-34.7% | $4,991-46.8% | $3,192-16.8% |
| Admin fee / account holder | $116 | $3,835-97.0% | $5,635-97.9% | $4,297-97.3% |