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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 | $11,372 | $52,836-78.5% | $105,738-89.2% | $64,181-82.3% |
| Participation rate | 64.0% | 66.5%-2.5pp | 76.3%-12.3pp | 69.6%-5.6pp |
| Annual return | -10.19% | 14.30%-24.5pp | 6.27%-16.5pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,558 | $1,827-14.7% | $3,268-52.3% | $2,381-34.5% |
| Participant deferral / active EE | $1,956 | $2,545-23.2% | $4,080-52.1% | $3,470-43.6% |
| Admin fee / account holder | $15 | $3,959-99.6% | $6,913-99.8% | $4,887-99.7% |