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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 | $6,608 | $62,583-89.4% | $76,767-91.4% | $64,173-89.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -22.86% | -1.95%-20.9pp | 2.43%-25.3pp | 7.63%-30.5pp |
| Employer contribution / active EE | $515 | $1,832-71.9% | $2,485-79.3% | $2,381-78.4% |
| Participant deferral / active EE | $2,398 | $3,145-23.7% | $3,852-37.7% | $3,470-30.9% |
| Admin fee / account holder | $44 | $4,667-99.0% | $6,675-99.3% | $4,887-99.1% |