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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 | $11,989 | $60,989-80.3% | $60,906-80.3% | $66,938-82.1% |
| Participation rate | 63.8% | 74.5%-10.7pp | 73.1%-9.3pp | 69.8%-6.0pp |
| Annual return | -17.78% | -9.60%-8.2pp | 16.94%-34.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $994 | $2,661-62.6% | $2,703-63.2% | $2,545-60.9% |
| Participant deferral / active EE | $2,008 | $3,615-44.4% | $3,814-47.3% | $4,238-52.6% |
| Admin fee / account holder | $268 | $338-20.8% | $3,227-91.7% | $594-54.8% |