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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 | $13,510 | $50,947-73.5% | $74,551-81.9% | $64,173-78.9% |
| Participation rate | 56.8% | 61.1%-4.3pp | 69.1%-12.4pp | 69.6%-12.8pp |
| Annual return | -9.04% | -1.85%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,348 | $1,115+20.9% | $1,961-31.3% | $2,381-43.4% |
| Participant deferral / active EE | $1,705 | $2,302-25.9% | $3,108-45.2% | $3,470-50.9% |
| Admin fee / account holder | $231 | $4,221-94.5% | $5,059-95.4% | $4,887-95.3% |