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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 | $12,326 | $56,484-78.2% | $169,452-92.7% | $64,173-80.8% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -10.12% | -1.55%-8.6pp | 1.83%-12.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,016 | $1,832-44.6% | $4,157-75.6% | $2,381-57.3% |
| Participant deferral / active EE | $1,382 | $3,448-59.9% | $5,277-73.8% | $3,470-60.2% |
| Admin fee / account holder | $194 | $4,174-95.3% | $9,110-97.9% | $4,887-96.0% |