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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 | $12,017 | $62,583-80.8% | $76,767-84.3% | $64,173-81.3% |
| Participation rate | 62.2% | 72.8%-10.6pp | 77.0%-14.8pp | 69.6%-7.4pp |
| Annual return | -10.93% | -1.95%-9.0pp | 2.43%-13.4pp | 7.63%-18.6pp |
| Employer contribution / active EE | $598 | $1,832-67.3% | $2,485-75.9% | $2,381-74.9% |
| Participant deferral / active EE | $1,698 | $3,145-46.0% | $3,852-55.9% | $3,470-51.1% |
| Admin fee / account holder | $269 | $4,667-94.2% | $6,675-96.0% | $4,887-94.5% |