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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 | $16,209 | $64,716-75.0% | $112,258-85.6% | $68,495-76.3% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -20.46% | -11.40%-9.1pp | 27.47%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $878 | $2,746-68.0% | $3,636-75.8% | $2,596-66.2% |
| Participant deferral / active EE | $3,673 | $3,565+3.0% | $4,728-22.3% | $4,028-8.8% |
| Admin fee / account holder | $248 | $5,232-95.3% | $6,411-96.1% | $5,403-95.4% |