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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 | $11,771 | $72,269-83.7% | $101,271-88.4% | $79,852-85.3% |
| Participation rate | 68.8% | 68.5%+0.3pp | 75.8%-7.1pp | 69.6%-0.9pp |
| Annual return | -0.38% | 22.29%-22.7pp | 46.48%-46.9pp | 31.72%-32.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,898 | $3,282-42.2% | $4,371-56.6% | $3,740-49.3% |
| Admin fee / account holder | $51 | $4,401-98.9% | $5,948-99.1% | $5,306-99.0% |