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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 | $13,398 | $99,345-86.5% | $84,753-84.2% | $273,972-95.1% |
| Participation rate | 42.1% | 80.7%-38.6pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | -2.42% | 22.93%-25.3pp | 22.78%-25.2pp | 41.46%-43.9pp |
| Employer contribution / active EE | $868 | $4,214-79.4% | $3,574-75.7% | $4,869-82.2% |
| Participant deferral / active EE | $2,798 | $4,270-34.5% | $3,712-24.6% | $5,287-47.1% |
| Admin fee / account holder | $252 | $6,645-96.2% | $5,333-95.3% | $10,133-97.5% |