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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 | $4,660 | $43,344-89.2% | $59,899-92.2% | $64,173-92.7% |
| Participation rate | 62.1% | 69.2%-7.1pp | 74.7%-12.6pp | 69.6%-7.5pp |
| Annual return | -17.48% | -1.55%-15.9pp | 3.46%-20.9pp | 7.63%-25.1pp |
| Employer contribution / active EE | $622 | $2,030-69.3% | $2,723-77.1% | $2,381-73.9% |
| Participant deferral / active EE | $1,871 | $2,547-26.5% | $3,402-45.0% | $3,470-46.1% |
| Admin fee / account holder | $101 | $3,008-96.6% | $3,592-97.2% | $4,887-97.9% |