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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 | $13,187 | $64,719-79.6% | $112,249-88.3% | $68,486-80.7% |
| Participation rate | 59.3% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.6pp |
| Annual return | -27.81% | -11.40%-16.4pp | 27.48%-55.3pp | -7.85%-20.0pp |
| Employer contribution / active EE | $2,073 | $2,747-24.5% | $3,636-43.0% | $2,597-20.2% |
| Participant deferral / active EE | $4,364 | $3,565+22.4% | $4,729-7.7% | $4,028+8.3% |
| Admin fee / account holder | $41 | $5,232-99.2% | $6,412-99.4% | $5,404-99.2% |