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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 | $10,470 | $76,401-86.3% | $106,387-90.2% | $64,173-83.7% |
| Participation rate | 65.8% | 73.5%-7.7pp | 77.5%-11.7pp | 69.6%-3.8pp |
| Annual return | -17.15% | -2.19%-15.0pp | 0.25%-17.4pp | 7.63%-24.8pp |
| Employer contribution / active EE | $1,760 | $2,680-34.3% | $3,520-50.0% | $2,381-26.1% |
| Participant deferral / active EE | $4,010 | $4,274-6.2% | $5,421-26.0% | $3,470+15.6% |
| Admin fee / account holder | $280 | $4,610-93.9% | $7,510-96.3% | $4,887-94.3% |