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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 | $9,907 | $59,819-83.4% | $79,583-87.6% | $68,490-85.5% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -38.96% | -12.30%-26.7pp | 0.16%-39.1pp | -7.85%-31.1pp |
| Employer contribution / active EE | $1,041 | $1,505-30.8% | $2,414-56.9% | $2,597-59.9% |
| Participant deferral / active EE | $3,935 | $3,025+30.1% | $3,986-1.3% | $4,028-2.3% |
| Admin fee / account holder | $66 | $4,835-98.6% | $6,835-99.0% | $5,403-98.8% |