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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 | $15,025 | $59,834-74.9% | $79,576-81.1% | $68,495-78.1% |
| Participation rate | 35.3% | 61.1%-25.8pp | 69.5%-34.2pp | 67.9%-32.6pp |
| Annual return | -23.52% | -12.30%-11.2pp | 0.15%-23.7pp | -7.84%-15.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,510 | $3,024+16.0% | $3,985-11.9% | $4,028-12.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |