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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 | $7,753 | $81,870-90.5% | $119,634-93.5% | $68,490-88.7% |
| Participation rate | 54.5% | 71.9%-17.3pp | 79.3%-24.7pp | 67.9%-13.4pp |
| Annual return | -22.39% | -23.82%+1.4pp | -14.98%-7.4pp | -7.85%-14.5pp |
| Employer contribution / active EE | $1,283 | $2,692-52.3% | $4,232-69.7% | $2,597-50.6% |
| Participant deferral / active EE | $2,848 | $4,148-31.3% | $5,601-49.1% | $4,028-29.3% |
| Admin fee / account holder | $138 | $6,583-97.9% | $10,329-98.7% | $5,403-97.4% |