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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 | $11,791 | $72,269-83.7% | $101,271-88.4% | $79,852-85.2% |
| Participation rate | 56.8% | 68.5%-11.7pp | 75.8%-19.1pp | 69.6%-12.9pp |
| Annual return | -10.55% | 22.29%-32.8pp | 46.48%-57.0pp | 31.72%-42.3pp |
| Employer contribution / active EE | $1,273 | $2,692-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $1,919 | $3,282-41.5% | $4,371-56.1% | $3,740-48.7% |
| Admin fee / account holder | $205 | $4,401-95.3% | $5,948-96.6% | $5,306-96.1% |