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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 | $21,422 | $62,583-65.8% | $76,767-72.1% | $64,173-66.6% |
| Participation rate | 48.0% | 72.8%-24.8pp | 77.0%-29.0pp | 69.6%-21.6pp |
| Annual return | -8.28% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $455 | $1,832-75.1% | $2,485-81.7% | $2,381-80.9% |
| Participant deferral / active EE | $2,486 | $3,145-20.9% | $3,852-35.4% | $3,470-28.3% |
| Admin fee / account holder | $56 | $4,667-98.8% | $6,675-99.2% | $4,887-98.8% |