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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 | $11,790 | $45,825-74.3% | $90,657-87.0% | $56,289-79.1% |
| Participation rate | 44.2% | 66.7%-22.5pp | 74.0%-29.8pp | 69.9%-25.6pp |
| Annual return | -22.53% | 38.64%-61.2pp | 1.89%-24.4pp | -9.96%-12.6pp |
| Employer contribution / active EE | $1,428 | $1,372+4.1% | $2,532-43.6% | $2,111-32.4% |
| Participant deferral / active EE | $2,881 | $2,562+12.4% | $3,424-15.9% | $3,350-14.0% |
| Admin fee / account holder | $68 | $413-83.4% | $4,994-98.6% | $521-86.9% |