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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 | $15,274 | $62,589-75.6% | $76,768-80.1% | $64,173-76.2% |
| Participation rate | 63.3% | 72.8%-9.5pp | 77.0%-13.6pp | 69.6%-6.2pp |
| Annual return | -10.91% | -1.95%-9.0pp | 2.43%-13.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,004 | $1,832+9.4% | $2,485-19.4% | $2,381-15.8% |
| Participant deferral / active EE | $3,239 | $3,145+3.0% | $3,852-15.9% | $3,470-6.6% |
| Admin fee / account holder | $1 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |