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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 | $3,653 | $50,947-92.8% | $74,549-95.1% | $64,173-94.3% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.1%-20.9pp | 69.6%-21.3pp |
| Annual return | -15.87% | -1.85%-14.0pp | 32.53%-48.4pp | 7.63%-23.5pp |
| Employer contribution / active EE | $319 | $1,115-71.4% | $1,961-83.7% | $2,381-86.6% |
| Participant deferral / active EE | $1,179 | $2,302-48.8% | $3,108-62.1% | $3,470-66.0% |
| Admin fee / account holder | $15 | $4,221-99.6% | $5,059-99.7% | $4,887-99.7% |