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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 | $6,452 | $42,909-85.0% | $60,906-89.4% | $68,486-90.6% |
| Participation rate | 58.9% | 66.8%-7.9pp | 73.1%-14.2pp | 67.9%-9.0pp |
| Annual return | -25.12% | -13.99%-11.1pp | 16.94%-42.1pp | -7.85%-17.3pp |
| Employer contribution / active EE | $678 | $1,979-65.7% | $2,703-74.9% | $2,597-73.9% |
| Participant deferral / active EE | $877 | $2,866-69.4% | $3,814-77.0% | $4,028-78.2% |
| Admin fee / account holder | $257 | $3,104-91.7% | $3,227-92.0% | $5,404-95.2% |