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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 | $17,442 | $73,009-76.1% | $90,760-80.8% | $68,486-74.5% |
| Participation rate | 45.9% | 70.8%-24.9pp | 75.7%-29.7pp | 67.9%-21.9pp |
| Annual return | -22.05% | -13.81%-8.2pp | -12.16%-9.9pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,513 | $2,193-31.0% | $2,922-48.2% | $2,597-41.8% |
| Participant deferral / active EE | $3,700 | $3,626+2.0% | $4,565-19.0% | $4,028-8.1% |
| Admin fee / account holder | $275 | $5,896-95.3% | $8,444-96.7% | $5,404-94.9% |