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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 | $5,116 | $64,729-92.1% | $112,263-95.4% | $68,490-92.5% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -40.83% | -11.40%-29.4pp | 27.49%-68.3pp | -7.85%-33.0pp |
| Employer contribution / active EE | $1,235 | $2,746-55.0% | $3,636-66.0% | $2,597-52.5% |
| Participant deferral / active EE | $2,414 | $3,566-32.3% | $4,729-48.9% | $4,028-40.1% |
| Admin fee / account holder | $88 | $5,222-98.3% | $6,410-98.6% | $5,403-98.4% |