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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 | $9,748 | $42,917-77.3% | $60,899-84.0% | $68,495-85.8% |
| Participation rate | 20.5% | 66.8%-46.3pp | 73.1%-52.6pp | 67.9%-47.4pp |
| Annual return | -22.07% | -13.99%-8.1pp | 16.92%-39.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $444 | $1,979-77.6% | $2,702-83.6% | $2,596-82.9% |
| Participant deferral / active EE | $1,087 | $2,867-62.1% | $3,817-71.5% | $4,028-73.0% |
| Admin fee / account holder | $17 | $3,102-99.5% | $3,225-99.5% | $5,403-99.7% |