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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 | $4,972 | $53,546-90.7% | $69,884-92.9% | $68,486-92.7% |
| Participation rate | 38.5% | 64.5%-26.1pp | 70.5%-32.0pp | 67.9%-29.4pp |
| Annual return | -21.26% | -13.87%-7.4pp | 190.81%-212.1pp | -7.85%-13.4pp |
| Employer contribution / active EE | $894 | $2,019-55.7% | $2,560-65.1% | $2,597-65.6% |
| Participant deferral / active EE | $1,226 | $2,957-58.5% | $3,848-68.1% | $4,028-69.6% |
| Admin fee / account holder | $234 | $4,693-95.0% | $6,266-96.3% | $5,404-95.7% |