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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 | $10,108 | $50,958-80.2% | $74,552-86.4% | $64,181-84.3% |
| Participation rate | 25.6% | 61.1%-35.4pp | 69.1%-43.5pp | 69.6%-43.9pp |
| Annual return | -24.03% | -1.86%-22.2pp | 32.53%-56.6pp | 7.63%-31.7pp |
| Employer contribution / active EE | $443 | $1,115-60.2% | $1,961-77.4% | $2,381-81.4% |
| Participant deferral / active EE | $1,483 | $2,301-35.5% | $3,108-52.3% | $3,470-57.2% |
| Admin fee / account holder | $117 | $4,223-97.2% | $5,060-97.7% | $4,887-97.6% |