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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 | $18,795 | $61,660-69.5% | $80,022-76.5% | $64,173-70.7% |
| Participation rate | 30.8% | 71.7%-40.9pp | 75.8%-45.1pp | 69.6%-38.8pp |
| Annual return | -8.65% | -0.33%-8.3pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $826 | $1,810-54.4% | $2,468-66.5% | $2,381-65.3% |
| Participant deferral / active EE | $1,720 | $2,968-42.0% | $3,686-53.3% | $3,470-50.4% |
| Admin fee / account holder | $86 | $5,417-98.4% | $6,521-98.7% | $4,887-98.2% |