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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 | $9,567 | $55,713-82.8% | $75,894-87.4% | $72,983-86.9% |
| Participation rate | 61.3% | 61.1%+0.2pp | 69.3%-8.0pp | 69.5%-8.2pp |
| Annual return | -0.31% | 27.60%-27.9pp | 30.76%-31.1pp | 81.01%-81.3pp |
| Employer contribution / active EE | $1,450 | $1,687-14.1% | $2,501-42.0% | $2,440-40.6% |
| Participant deferral / active EE | $2,783 | $2,634+5.7% | $3,603-22.8% | $3,608-22.8% |
| Admin fee / account holder | $49 | $3,980-98.8% | $5,420-99.1% | $5,124-99.0% |