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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 | $11,066 | $50,947-78.3% | $74,549-85.2% | $64,173-82.8% |
| Participation rate | 60.7% | 61.1%-0.3pp | 69.1%-8.4pp | 69.6%-8.9pp |
| Annual return | -8.20% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $240 | $1,115-78.5% | $1,961-87.8% | $2,381-89.9% |
| Participant deferral / active EE | $1,298 | $2,302-43.6% | $3,108-58.3% | $3,470-62.6% |
| Admin fee / account holder | $295 | $4,221-93.0% | $5,059-94.2% | $4,887-94.0% |