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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 | $9,813 | $71,873-86.3% | $86,698-88.7% | $68,490-85.7% |
| Participation rate | 48.4% | 72.2%-23.9pp | 76.6%-28.2pp | 67.9%-19.5pp |
| Annual return | -19.88% | 3.54%-23.4pp | 35.96%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,035 | $2,173-52.4% | $2,837-63.5% | $2,597-60.2% |
| Participant deferral / active EE | $2,411 | $3,779-36.2% | $4,656-48.2% | $4,028-40.1% |
| Admin fee / account holder | $81 | $6,110-98.7% | $7,492-98.9% | $5,403-98.5% |