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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 | $17,264 | $64,729-73.3% | $112,263-84.6% | $68,490-74.8% |
| Participation rate | 18.9% | 67.2%-48.2pp | 75.1%-56.1pp | 67.9%-49.0pp |
| Annual return | -22.36% | -11.40%-11.0pp | 27.49%-49.9pp | -7.85%-14.5pp |
| Employer contribution / active EE | $808 | $2,746-70.6% | $3,636-77.8% | $2,597-68.9% |
| Participant deferral / active EE | $1,755 | $3,566-50.8% | $4,729-62.9% | $4,028-56.4% |
| Admin fee / account holder | $16 | $5,222-99.7% | $6,410-99.7% | $5,403-99.7% |