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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 | $9,797 | $59,813-83.6% | $79,580-87.7% | $68,486-85.7% |
| Participation rate | 48.5% | 61.1%-12.5pp | 69.5%-21.0pp | 67.9%-19.4pp |
| Annual return | -22.77% | -12.30%-10.5pp | 0.15%-22.9pp | -7.85%-14.9pp |
| Employer contribution / active EE | $742 | $1,505-50.7% | $2,413-69.3% | $2,597-71.4% |
| Participant deferral / active EE | $1,532 | $3,024-49.3% | $3,985-61.6% | $4,028-62.0% |
| Admin fee / account holder | $205 | $4,835-95.8% | $6,835-97.0% | $5,404-96.2% |