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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 | $10,440 | $64,719-83.9% | $112,249-90.7% | $68,486-84.8% |
| Participation rate | 63.4% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.5pp |
| Annual return | -29.64% | -11.40%-18.2pp | 27.48%-57.1pp | -7.85%-21.8pp |
| Employer contribution / active EE | $1,604 | $2,747-41.6% | $3,636-55.9% | $2,597-38.2% |
| Participant deferral / active EE | $2,121 | $3,565-40.5% | $4,729-55.1% | $4,028-47.3% |
| Admin fee / account holder | $69 | $5,232-98.7% | $6,412-98.9% | $5,404-98.7% |