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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 | $15,115 | $50,947-70.3% | $74,551-79.7% | $64,173-76.4% |
| Participation rate | 25.9% | 61.1%-35.1pp | 69.1%-43.2pp | 69.6%-43.6pp |
| Annual return | -8.91% | -1.85%-7.1pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $383 | $1,115-65.7% | $1,961-80.5% | $2,381-83.9% |
| Participant deferral / active EE | $1,102 | $2,302-52.1% | $3,108-64.5% | $3,470-68.2% |
| Admin fee / account holder | $20 | $4,221-99.5% | $5,059-99.6% | $4,887-99.6% |