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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 | $7,424 | $42,383-82.5% | $76,518-90.3% | $64,173-88.4% |
| Participation rate | 39.5% | 58.1%-18.7pp | 68.0%-28.5pp | 69.6%-30.1pp |
| Annual return | -10.44% | -16.54%+6.1pp | -0.27%-10.2pp | 7.63%-18.1pp |
| Employer contribution / active EE | $562 | $1,563-64.1% | $2,647-78.8% | $2,381-76.4% |
| Participant deferral / active EE | $1,079 | $2,566-58.0% | $3,836-71.9% | $3,470-68.9% |
| Admin fee / account holder | $233 | $3,198-92.7% | $4,849-95.2% | $4,887-95.2% |