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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 | $15,056 | $50,958-70.5% | $74,552-79.8% | $64,181-76.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -9.76% | -1.86%-7.9pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,124 | $1,115+0.8% | $1,961-42.7% | $2,381-52.8% |
| Participant deferral / active EE | $1,957 | $2,301-15.0% | $3,108-37.1% | $3,470-43.6% |
| Admin fee / account holder | $113 | $4,223-97.3% | $5,060-97.8% | $4,887-97.7% |