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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 | $9,304 | $71,878-87.1% | $86,698-89.3% | $68,486-86.4% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -22.46% | 3.53%-26.0pp | 35.95%-58.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,180 | $2,173-45.7% | $2,837-58.4% | $2,597-54.5% |
| Participant deferral / active EE | $2,009 | $3,779-46.8% | $4,656-56.9% | $4,028-50.1% |
| Admin fee / account holder | $168 | $6,113-97.3% | $7,493-97.8% | $5,404-96.9% |