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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 | $8,182 | $71,878-88.6% | $86,698-90.6% | $68,486-88.1% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -25.02% | 3.53%-28.6pp | 35.95%-61.0pp | -7.85%-17.2pp |
| Employer contribution / active EE | $1,175 | $2,173-45.9% | $2,837-58.6% | $2,597-54.8% |
| Participant deferral / active EE | $2,352 | $3,779-37.8% | $4,656-49.5% | $4,028-41.6% |
| Admin fee / account holder | $40 | $6,113-99.3% | $7,493-99.5% | $5,404-99.3% |