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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 | $6,241 | $49,280-87.3% | $67,313-90.7% | $64,173-90.3% |
| Participation rate | 59.7% | 60.8%-1.1pp | 69.1%-9.4pp | 69.6%-9.9pp |
| Annual return | -16.62% | -1.39%-15.2pp | -4.08%-12.5pp | 7.63%-24.3pp |
| Employer contribution / active EE | $741 | $1,668-55.6% | $2,566-71.1% | $2,381-68.9% |
| Participant deferral / active EE | $2,101 | $2,484-15.4% | $3,568-41.1% | $3,470-39.4% |
| Admin fee / account holder | $291 | $3,863-92.5% | $4,507-93.6% | $4,887-94.1% |