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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 | $13,803 | $64,729-78.7% | $112,263-87.7% | $68,490-79.8% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -20.49% | -11.40%-9.1pp | 27.49%-48.0pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,163 | $2,746-21.2% | $3,636-40.5% | $2,597-16.7% |
| Participant deferral / active EE | $5,709 | $3,566+60.1% | $4,729+20.7% | $4,028+41.7% |
| Admin fee / account holder | $3 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |