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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 | $4,548 | $42,383-89.3% | $76,518-94.1% | $64,173-92.9% |
| Participation rate | 33.3% | 58.1%-24.8pp | 68.0%-34.7pp | 69.6%-36.2pp |
| Annual return | -11.90% | -16.54%+4.6pp | -0.27%-11.6pp | 7.63%-19.5pp |
| Employer contribution / active EE | $497 | $1,563-68.2% | $2,647-81.2% | $2,381-79.1% |
| Participant deferral / active EE | $911 | $2,566-64.5% | $3,836-76.3% | $3,470-73.8% |
| Admin fee / account holder | $119 | $3,198-96.3% | $4,849-97.6% | $4,887-97.6% |