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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 | $8,150 | $61,660-86.8% | $80,022-89.8% | $64,173-87.3% |
| Participation rate | 46.3% | 71.7%-25.3pp | 75.8%-29.5pp | 69.6%-23.2pp |
| Annual return | -15.75% | -0.33%-15.4pp | 11.22%-27.0pp | 7.63%-23.4pp |
| Employer contribution / active EE | $783 | $1,810-56.8% | $2,468-68.3% | $2,381-67.1% |
| Participant deferral / active EE | $1,438 | $2,968-51.5% | $3,686-61.0% | $3,470-58.6% |
| Admin fee / account holder | $264 | $5,417-95.1% | $6,521-95.9% | $4,887-94.6% |