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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 | $16,994 | $77,816-78.2% | $123,549-86.2% | $64,181-73.5% |
| Participation rate | 48.2% | 74.7%-26.5pp | 82.3%-34.1pp | 69.6%-21.4pp |
| Annual return | -8.90% | 12.49%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $698 | $3,014-76.8% | $4,628-84.9% | $2,381-70.7% |
| Participant deferral / active EE | $2,608 | $5,240-50.2% | $6,426-59.4% | $3,470-24.8% |
| Admin fee / account holder | $140 | $5,519-97.5% | $9,284-98.5% | $4,887-97.1% |