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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 | $13,277 | $62,583-78.8% | $76,767-82.7% | $64,173-79.3% |
| Participation rate | 62.2% | 72.8%-10.7pp | 77.0%-14.8pp | 69.6%-7.4pp |
| Annual return | -15.30% | -1.95%-13.4pp | 2.43%-17.7pp | 7.63%-22.9pp |
| Employer contribution / active EE | $1,764 | $1,832-3.7% | $2,485-29.0% | $2,381-25.9% |
| Participant deferral / active EE | $3,061 | $3,145-2.7% | $3,852-20.5% | $3,470-11.8% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |