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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 | $7,358 | $49,280-85.1% | $67,313-89.1% | $64,181-88.5% |
| Participation rate | 54.9% | 60.8%-5.9pp | 69.1%-14.2pp | 69.6%-14.7pp |
| Annual return | -22.59% | -1.39%-21.2pp | -4.08%-18.5pp | 7.63%-30.2pp |
| Employer contribution / active EE | $1,586 | $1,668-4.9% | $2,566-38.2% | $2,381-33.4% |
| Participant deferral / active EE | $2,869 | $2,484+15.5% | $3,568-19.6% | $3,470-17.3% |
| Admin fee / account holder | $86 | $3,863-97.8% | $4,507-98.1% | $4,887-98.2% |