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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 | $13,826 | $59,819-76.9% | $79,583-82.6% | $68,490-79.8% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.5%-35.0pp | 67.9%-33.4pp |
| Annual return | -32.66% | -12.30%-20.4pp | 0.16%-32.8pp | -7.85%-24.8pp |
| Employer contribution / active EE | $1,469 | $1,505-2.4% | $2,414-39.1% | $2,597-43.4% |
| Participant deferral / active EE | $2,541 | $3,025-16.0% | $3,986-36.2% | $4,028-36.9% |
| Admin fee / account holder | $95 | $4,835-98.0% | $6,835-98.6% | $5,403-98.2% |