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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 | $7,948 | $42,917-81.5% | $60,899-86.9% | $68,495-88.4% |
| Participation rate | 40.7% | 66.8%-26.1pp | 73.1%-32.4pp | 67.9%-27.2pp |
| Annual return | -22.38% | -13.99%-8.4pp | 16.92%-39.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $504 | $1,979-74.5% | $2,702-81.3% | $2,596-80.6% |
| Participant deferral / active EE | $1,218 | $2,867-57.5% | $3,817-68.1% | $4,028-69.8% |
| Admin fee / account holder | $214 | $3,102-93.1% | $3,225-93.4% | $5,403-96.0% |