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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 | $20,646 | $62,586-67.0% | $76,766-73.1% | $64,181-67.8% |
| Participation rate | 46.2% | 72.8%-26.7pp | 77.0%-30.8pp | 69.6%-23.4pp |
| Annual return | -8.39% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,334 | $1,832-27.2% | $2,485-46.3% | $2,381-44.0% |
| Participant deferral / active EE | $2,511 | $3,145-20.2% | $3,851-34.8% | $3,470-27.6% |
| Admin fee / account holder | $2 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |