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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 | $8,498 | $42,910-80.2% | $60,919-86.1% | $68,490-87.6% |
| Participation rate | 65.5% | 66.8%-1.2pp | 73.1%-7.6pp | 67.9%-2.4pp |
| Annual return | -21.00% | -13.99%-7.0pp | 16.96%-38.0pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,320 | $1,978-33.3% | $2,704-51.2% | $2,597-49.2% |
| Participant deferral / active EE | $1,821 | $2,866-36.5% | $3,814-52.3% | $4,028-54.8% |
| Admin fee / account holder | $75 | $3,104-97.6% | $3,228-97.7% | $5,403-98.6% |