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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 | $15,599 | $59,819-73.9% | $79,583-80.4% | $68,490-77.2% |
| Participation rate | 55.3% | 61.1%-5.8pp | 69.5%-14.2pp | 67.9%-12.6pp |
| Annual return | -22.97% | -12.30%-10.7pp | 0.16%-23.1pp | -7.85%-15.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,443 | $3,025+46.9% | $3,986+11.5% | $4,028+10.3% |
| Admin fee / account holder | $129 | $4,835-97.3% | $6,835-98.1% | $5,403-97.6% |