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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 | $4,199 | $62,589-93.3% | $76,768-94.5% | $64,173-93.5% |
| Participation rate | 67.6% | 72.8%-5.2pp | 77.0%-9.4pp | 69.6%-2.0pp |
| Annual return | -30.98% | -1.95%-29.0pp | 2.43%-33.4pp | 7.63%-38.6pp |
| Employer contribution / active EE | $1,168 | $1,832-36.3% | $2,485-53.0% | $2,381-51.0% |
| Participant deferral / active EE | $2,319 | $3,145-26.2% | $3,852-39.8% | $3,470-33.2% |
| Admin fee / account holder | $111 | $4,667-97.6% | $6,675-98.3% | $4,887-97.7% |