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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 | $6,301 | $42,909-85.3% | $60,906-89.7% | $68,486-90.8% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -27.20% | -13.99%-13.2pp | 16.94%-44.1pp | -7.85%-19.3pp |
| Employer contribution / active EE | $859 | $1,979-56.6% | $2,703-68.2% | $2,597-66.9% |
| Participant deferral / active EE | $1,127 | $2,866-60.7% | $3,814-70.5% | $4,028-72.0% |
| Admin fee / account holder | $242 | $3,104-92.2% | $3,227-92.5% | $5,404-95.5% |