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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 | $14,832 | $56,894-73.9% | $84,753-82.5% | $62,881-76.4% |
| Participation rate | 48.1% | 68.5%-20.4pp | 76.6%-28.4pp | 69.3%-21.2pp |
| Annual return | -1.79% | 6.30%-8.1pp | 22.78%-24.6pp | 20.14%-21.9pp |
| Employer contribution / active EE | $871 | $2,400-63.7% | $3,574-75.6% | $2,281-61.8% |
| Participant deferral / active EE | $3,247 | $2,709+19.9% | $3,712-12.5% | $3,203+1.4% |
| Admin fee / account holder | $92 | $3,581-97.4% | $5,333-98.3% | $4,296-97.9% |