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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 | $10,457 | $91,911-88.6% | $68,612-84.8% | $135,379-92.3% |
| Participation rate | 56.5% | 76.7%-20.2pp | 72.2%-15.7pp | 82.6%-26.1pp |
| Annual return | -11.35% | -8.22%-3.1pp | -4.63%-6.7pp | 519.79%-531.1pp |
| Employer contribution / active EE | $1,148 | $3,924-70.7% | $2,625-56.3% | $4,779-76.0% |
| Participant deferral / active EE | $2,174 | $4,315-49.6% | $3,311-34.3% | $5,609-61.2% |
| Admin fee / account holder | $299 | $9,240-96.8% | $5,131-94.2% | $10,828-97.2% |