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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 | $10,149 | $59,191-82.9% | $76,767-86.8% | $56,289-82.0% |
| Participation rate | 37.6% | 75.2%-37.6pp | 77.0%-39.4pp | 69.9%-32.3pp |
| Annual return | -13.19% | 6.62%-19.8pp | 2.43%-15.6pp | -9.96%-3.2pp |
| Employer contribution / active EE | $648 | $1,759-63.1% | $2,485-73.9% | $2,111-69.3% |
| Participant deferral / active EE | $1,646 | $3,255-49.4% | $3,852-57.3% | $3,350-50.9% |
| Admin fee / account holder | $280 | $489-42.8% | $6,675-95.8% | $521-46.2% |