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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 | $6,361 | $43,344-85.3% | $59,899-89.4% | $64,173-90.1% |
| Participation rate | 38.9% | 69.2%-30.2pp | 74.7%-35.7pp | 69.6%-30.6pp |
| Annual return | -22.77% | -1.55%-21.2pp | 3.46%-26.2pp | 7.63%-30.4pp |
| Employer contribution / active EE | $503 | $2,030-75.2% | $2,723-81.5% | $2,381-78.9% |
| Participant deferral / active EE | $1,481 | $2,547-41.9% | $3,402-56.5% | $3,470-57.3% |
| Admin fee / account holder | $74 | $3,008-97.6% | $3,592-98.0% | $4,887-98.5% |