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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 | $17,736 | $62,589-71.7% | $76,768-76.9% | $64,173-72.4% |
| Participation rate | 59.1% | 72.8%-13.7pp | 77.0%-17.9pp | 69.6%-10.5pp |
| Annual return | -7.90% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $509 | $1,832-72.2% | $2,485-79.5% | $2,381-78.6% |
| Participant deferral / active EE | $1,763 | $3,145-44.0% | $3,852-54.2% | $3,470-49.2% |
| Admin fee / account holder | $106 | $4,667-97.7% | $6,675-98.4% | $4,887-97.8% |