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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 | $5,199 | $42,909-87.9% | $60,906-91.5% | $68,486-92.4% |
| Participation rate | 51.7% | 66.8%-15.0pp | 73.1%-21.4pp | 67.9%-16.2pp |
| Annual return | -20.55% | -13.99%-6.6pp | 16.94%-37.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $581 | $1,979-70.6% | $2,703-78.5% | $2,597-77.6% |
| Participant deferral / active EE | $1,217 | $2,866-57.6% | $3,814-68.1% | $4,028-69.8% |
| Admin fee / account holder | $20 | $3,104-99.4% | $3,227-99.4% | $5,404-99.6% |