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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 | $5,316 | $64,719-91.8% | $112,249-95.3% | $68,486-92.2% |
| Participation rate | 55.3% | 67.2%-11.9pp | 75.1%-19.8pp | 67.9%-12.6pp |
| Annual return | -20.93% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $693 | $2,747-74.8% | $3,636-80.9% | $2,597-73.3% |
| Participant deferral / active EE | $1,814 | $3,565-49.1% | $4,729-61.6% | $4,028-54.9% |
| Admin fee / account holder | $37 | $5,232-99.3% | $6,412-99.4% | $5,404-99.3% |