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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 | $9,944 | $49,280-79.8% | $67,313-85.2% | $64,181-84.5% |
| Participation rate | 61.3% | 60.8%+0.5pp | 69.1%-7.8pp | 69.6%-8.3pp |
| Annual return | -11.46% | -1.39%-10.1pp | -4.08%-7.4pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,082 | $1,668-35.1% | $2,566-57.8% | $2,381-54.5% |
| Participant deferral / active EE | $2,108 | $2,484-15.1% | $3,568-40.9% | $3,470-39.2% |
| Admin fee / account holder | $5 | $3,863-99.9% | $4,507-99.9% | $4,887-99.9% |