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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 | $5,343 | $71,872-92.6% | $86,691-93.8% | $68,495-92.2% |
| Participation rate | 61.7% | 72.2%-10.5pp | 76.6%-14.9pp | 67.9%-6.2pp |
| Annual return | -37.29% | 3.53%-40.8pp | 35.94%-73.2pp | -7.84%-29.5pp |
| Employer contribution / active EE | $1,126 | $2,173-48.2% | $2,837-60.3% | $2,596-56.6% |
| Participant deferral / active EE | $2,795 | $3,779-26.0% | $4,656-40.0% | $4,028-30.6% |
| Admin fee / account holder | $248 | $6,112-95.9% | $7,492-96.7% | $5,403-95.4% |