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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 | $6,357 | $48,267-86.8% | $68,808-90.8% | $68,486-90.7% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | -28.66% | -12.70%-16.0pp | -6.37%-22.3pp | -7.85%-20.8pp |
| Employer contribution / active EE | $1,002 | $1,829-45.2% | $2,656-62.3% | $2,597-61.4% |
| Participant deferral / active EE | $1,212 | $2,867-57.7% | $3,942-69.3% | $4,028-69.9% |
| Admin fee / account holder | $112 | $4,362-97.4% | $4,936-97.7% | $5,404-97.9% |