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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 | $4,839 | $52,836-90.8% | $105,736-95.4% | $64,173-92.5% |
| Participation rate | 57.4% | 66.5%-9.2pp | 76.3%-19.0pp | 69.6%-12.2pp |
| Annual return | -19.23% | 14.30%-33.5pp | 6.27%-25.5pp | 7.63%-26.9pp |
| Employer contribution / active EE | $1,174 | $1,827-35.8% | $3,268-64.1% | $2,381-50.7% |
| Participant deferral / active EE | $1,631 | $2,545-35.9% | $4,080-60.0% | $3,470-53.0% |
| Admin fee / account holder | $108 | $3,959-97.3% | $6,913-98.4% | $4,887-97.8% |