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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 | $14,802 | $59,813-75.3% | $79,580-81.4% | $68,486-78.4% |
| Participation rate | 65.7% | 61.1%+4.6pp | 69.5%-3.8pp | 67.9%-2.2pp |
| Annual return | -23.67% | -12.30%-11.4pp | 0.15%-23.8pp | -7.85%-15.8pp |
| Employer contribution / active EE | $1,238 | $1,505-17.7% | $2,413-48.7% | $2,597-52.3% |
| Participant deferral / active EE | $2,283 | $3,024-24.5% | $3,985-42.7% | $4,028-43.3% |
| Admin fee / account holder | $80 | $4,835-98.3% | $6,835-98.8% | $5,404-98.5% |