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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 | $16,177 | $73,009-77.8% | $90,760-82.2% | $68,486-76.4% |
| Participation rate | 40.0% | 70.8%-30.8pp | 75.7%-35.7pp | 67.9%-27.9pp |
| Annual return | -19.21% | -13.81%-5.4pp | -12.16%-7.1pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,369 | $2,193-37.6% | $2,922-53.1% | $2,597-47.3% |
| Participant deferral / active EE | $2,938 | $3,626-19.0% | $4,565-35.6% | $4,028-27.1% |
| Admin fee / account holder | $61 | $5,896-99.0% | $8,444-99.3% | $5,404-98.9% |