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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 | $15,693 | $67,411-76.7% | $91,004-82.8% | $70,124-77.6% |
| Participation rate | 61.1% | 71.4%-10.3pp | 75.6%-14.5pp | 69.5%-8.4pp |
| Annual return | 2.10% | -40.16%+42.3pp | 4.60%-2.5pp | 73.14%-71.0pp |
| Employer contribution / active EE | $798 | $1,786-55.3% | $2,456-67.5% | $2,342-65.9% |
| Participant deferral / active EE | $1,590 | $2,823-43.7% | $3,548-55.2% | $3,332-52.3% |
| Admin fee / account holder | $65 | $4,236-98.5% | $5,417-98.8% | $4,645-98.6% |