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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 | $13,880 | $62,583-77.8% | $76,767-81.9% | $64,173-78.4% |
| Participation rate | 58.1% | 72.8%-14.8pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | -7.78% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,520 | $1,832-17.0% | $2,485-38.8% | $2,381-36.1% |
| Participant deferral / active EE | $1,803 | $3,145-42.7% | $3,852-53.2% | $3,470-48.0% |
| Admin fee / account holder | $90 | $4,667-98.1% | $6,675-98.7% | $4,887-98.2% |