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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 | $8,346 | $81,870-89.8% | $119,634-93.0% | $68,490-87.8% |
| Participation rate | 68.9% | 71.9%-3.0pp | 79.3%-10.4pp | 67.9%+1.0pp |
| Annual return | -26.57% | -23.82%-2.7pp | -14.98%-11.6pp | -7.85%-18.7pp |
| Employer contribution / active EE | $1,465 | $2,692-45.6% | $4,232-65.4% | $2,597-43.6% |
| Participant deferral / active EE | $2,847 | $4,148-31.4% | $5,601-49.2% | $4,028-29.3% |
| Admin fee / account holder | $38 | $6,583-99.4% | $10,329-99.6% | $5,403-99.3% |