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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 | $17,045 | $64,719-73.7% | $112,249-84.8% | $68,486-75.1% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -23.51% | -11.40%-12.1pp | 27.48%-51.0pp | -7.85%-15.7pp |
| Employer contribution / active EE | $900 | $2,747-67.2% | $3,636-75.3% | $2,597-65.4% |
| Participant deferral / active EE | $2,153 | $3,565-39.6% | $4,729-54.5% | $4,028-46.5% |
| Admin fee / account holder | $215 | $5,232-95.9% | $6,412-96.6% | $5,404-96.0% |