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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 | $25,639 | $72,404-64.6% | $110,241-76.7% | $64,181-60.1% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | -11.05% | -6.29%-4.8pp | 314.75%-325.8pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,333 | $2,282-41.6% | $3,827-65.2% | $2,381-44.0% |
| Participant deferral / active EE | $2,979 | $3,469-14.1% | $4,672-36.2% | $3,470-14.1% |
| Admin fee / account holder | $168 | $5,664-97.0% | $8,548-98.0% | $4,887-96.6% |