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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 | $6,804 | $49,280-86.2% | $67,313-89.9% | $64,173-89.4% |
| Participation rate | 65.1% | 60.8%+4.3pp | 69.1%-4.0pp | 69.6%-4.5pp |
| Annual return | -18.86% | -1.39%-17.5pp | -4.08%-14.8pp | 7.63%-26.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,109 | $2,484+25.2% | $3,568-12.9% | $3,470-10.4% |
| Admin fee / account holder | $60 | $3,863-98.4% | $4,507-98.7% | $4,887-98.8% |