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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 | $6,646 | $43,338-84.7% | $59,887-88.9% | $64,173-89.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | -16.15% | -1.55%-14.6pp | 3.46%-19.6pp | 7.63%-23.8pp |
| Employer contribution / active EE | $801 | $2,030-60.6% | $2,722-70.6% | $2,381-66.4% |
| Participant deferral / active EE | $1,480 | $2,547-41.9% | $3,402-56.5% | $3,470-57.4% |
| Admin fee / account holder | $136 | $3,007-95.5% | $3,591-96.2% | $4,887-97.2% |