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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 | $11,629 | $72,388-83.9% | $111,392-89.6% | $64,173-81.9% |
| Participation rate | 56.6% | 70.5%-13.9pp | 78.9%-22.3pp | 69.6%-13.0pp |
| Annual return | -18.66% | -1.50%-17.2pp | -2.06%-16.6pp | 7.63%-26.3pp |
| Employer contribution / active EE | $1,269 | $3,000-57.7% | $4,328-70.7% | $2,381-46.7% |
| Participant deferral / active EE | $3,104 | $4,241-26.8% | $5,567-44.3% | $3,470-10.6% |
| Admin fee / account holder | $130 | $5,719-97.7% | $12,266-98.9% | $4,887-97.3% |