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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 | $10,506 | $49,280-78.7% | $67,313-84.4% | $64,173-83.6% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -14.29% | -1.39%-12.9pp | -4.08%-10.2pp | 7.63%-21.9pp |
| Employer contribution / active EE | $737 | $1,668-55.8% | $2,566-71.3% | $2,381-69.0% |
| Participant deferral / active EE | $2,350 | $2,484-5.4% | $3,568-34.1% | $3,470-32.3% |
| Admin fee / account holder | $261 | $3,863-93.2% | $4,507-94.2% | $4,887-94.7% |