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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 | $8,937 | $54,162-83.5% | $68,612-87.0% | $64,173-86.1% |
| Participation rate | 34.5% | 68.1%-33.5pp | 72.2%-37.7pp | 69.6%-35.0pp |
| Annual return | -16.74% | -1.62%-15.1pp | -4.63%-12.1pp | 7.63%-24.4pp |
| Employer contribution / active EE | $628 | $1,846-66.0% | $2,625-76.1% | $2,381-73.6% |
| Participant deferral / active EE | $1,024 | $2,626-61.0% | $3,311-69.1% | $3,470-70.5% |
| Admin fee / account holder | $163 | $4,029-96.0% | $5,131-96.8% | $4,887-96.7% |