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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 | $7,714 | $63,082-87.8% | $81,726-90.6% | $79,856-90.3% |
| Participation rate | 69.0% | 67.5%+1.5pp | 72.0%-3.0pp | 69.6%-0.6pp |
| Annual return | -9.95% | 22.66%-32.6pp | 29.49%-39.4pp | 31.71%-41.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,004 | $2,780-63.9% | $7,108-85.9% | $3,741-73.2% |
| Admin fee / account holder | $247 | $4,428-94.4% | $5,160-95.2% | $5,306-95.3% |