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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 | $8,349 | $50,947-83.6% | $74,549-88.8% | $64,173-87.0% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.1%-12.5pp | 69.6%-12.9pp |
| Annual return | -39.25% | -1.85%-37.4pp | 32.53%-71.8pp | 7.63%-46.9pp |
| Employer contribution / active EE | $2,202 | $1,115+97.4% | $1,961+12.3% | $2,381-7.5% |
| Participant deferral / active EE | $1,957 | $2,302-15.0% | $3,108-37.0% | $3,470-43.6% |
| Admin fee / account holder | $75 | $4,221-98.2% | $5,059-98.5% | $4,887-98.5% |