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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 | $5,397 | $45,872-88.2% | $77,100-93.0% | $68,490-92.1% |
| Participation rate | 49.3% | 55.9%-6.7pp | 67.9%-18.7pp | 67.9%-18.6pp |
| Annual return | -21.58% | 1.73%-23.3pp | 42.35%-63.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $851 | $1,650-48.4% | $2,815-69.8% | $2,597-67.2% |
| Participant deferral / active EE | $1,366 | $2,963-53.9% | $4,430-69.2% | $4,028-66.1% |
| Admin fee / account holder | $180 | $3,041-94.1% | $5,443-96.7% | $5,403-96.7% |