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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 | $13,045 | $61,660-78.8% | $80,022-83.7% | $64,173-79.7% |
| Participation rate | 56.7% | 71.7%-15.0pp | 75.8%-19.2pp | 69.6%-12.9pp |
| Annual return | -12.14% | -0.33%-11.8pp | 11.22%-23.4pp | 7.63%-19.8pp |
| Employer contribution / active EE | $724 | $1,810-60.0% | $2,468-70.7% | $2,381-69.6% |
| Participant deferral / active EE | $1,685 | $2,968-43.2% | $3,686-54.3% | $3,470-51.4% |
| Admin fee / account holder | $15 | $5,417-99.7% | $6,521-99.8% | $4,887-99.7% |