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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 | $9,283 | $53,596-82.7% | $90,657-89.8% | $64,173-85.5% |
| Participation rate | 45.5% | 64.5%-19.1pp | 74.0%-28.6pp | 69.6%-24.1pp |
| Annual return | -19.73% | 4.41%-24.1pp | 1.89%-21.6pp | 7.63%-27.4pp |
| Employer contribution / active EE | $1,192 | $1,503-20.7% | $2,532-52.9% | $2,381-49.9% |
| Participant deferral / active EE | $2,159 | $2,459-12.2% | $3,424-36.9% | $3,470-37.8% |
| Admin fee / account holder | $166 | $3,868-95.7% | $4,994-96.7% | $4,887-96.6% |