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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 | $16,588 | $71,872-76.9% | $86,691-80.9% | $68,495-75.8% |
| Participation rate | 47.1% | 72.2%-25.2pp | 76.6%-29.5pp | 67.9%-20.8pp |
| Annual return | -22.59% | 3.53%-26.1pp | 35.94%-58.5pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,210 | $2,173-44.3% | $2,837-57.4% | $2,596-53.4% |
| Participant deferral / active EE | $2,862 | $3,779-24.3% | $4,656-38.5% | $4,028-29.0% |
| Admin fee / account holder | $78 | $6,112-98.7% | $7,492-99.0% | $5,403-98.6% |