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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 | $16,294 | $50,947-68.0% | $74,549-78.1% | $64,173-74.6% |
| Participation rate | 46.6% | 61.1%-14.5pp | 69.1%-22.6pp | 69.6%-23.0pp |
| Annual return | -9.12% | -1.85%-7.3pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $790 | $1,115-29.2% | $1,961-59.7% | $2,381-66.8% |
| Participant deferral / active EE | $1,965 | $2,302-14.6% | $3,108-36.8% | $3,470-43.4% |
| Admin fee / account holder | $106 | $4,221-97.5% | $5,059-97.9% | $4,887-97.8% |