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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 | $10,317 | $77,638-86.7% | $156,551-93.4% | $62,881-83.6% |
| Participation rate | 34.4% | 71.2%-36.8pp | 84.0%-49.6pp | 69.3%-34.9pp |
| Annual return | -3.30% | 50.33%-53.6pp | 32.23%-35.5pp | 20.14%-23.4pp |
| Employer contribution / active EE | $519 | $3,444-84.9% | $5,501-90.6% | $2,281-77.3% |
| Participant deferral / active EE | $1,461 | $3,046-52.0% | $4,871-70.0% | $3,203-54.4% |
| Admin fee / account holder | $88 | $5,561-98.4% | $13,028-99.3% | $4,296-98.0% |