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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 | $15,568 | $54,380-71.4% | $68,509-77.3% | $59,633-73.9% |
| Participation rate | 37.5% | 70.2%-32.7pp | 74.7%-37.2pp | 68.7%-31.2pp |
| Annual return | -7.19% | 2.83%-10.0pp | 8.27%-15.5pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $691 | $1,539-55.1% | $2,278-69.6% | $2,203-68.6% |
| Participant deferral / active EE | $2,817 | $2,643+6.6% | $3,382-16.7% | $3,192-11.7% |
| Admin fee / account holder | $174 | $3,885-95.5% | $5,275-96.7% | $4,297-96.0% |