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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 | $11,625 | $50,947-77.2% | $74,551-84.4% | $64,173-81.9% |
| Participation rate | 59.5% | 61.1%-1.5pp | 69.1%-9.6pp | 69.6%-10.0pp |
| Annual return | -13.83% | -1.85%-12.0pp | 32.53%-46.4pp | 7.63%-21.5pp |
| Employer contribution / active EE | $1,200 | $1,115+7.6% | $1,961-38.8% | $2,381-49.6% |
| Participant deferral / active EE | $2,087 | $2,302-9.3% | $3,108-32.9% | $3,470-39.9% |
| Admin fee / account holder | $56 | $4,221-98.7% | $5,059-98.9% | $4,887-98.8% |