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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 | $10,472 | $64,729-83.8% | $112,263-90.7% | $68,490-84.7% |
| Participation rate | 39.5% | 67.2%-27.6pp | 75.1%-35.5pp | 67.9%-28.4pp |
| Annual return | -22.87% | -11.40%-11.5pp | 27.49%-50.4pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,169 | $2,746-57.4% | $3,636-67.8% | $2,597-55.0% |
| Participant deferral / active EE | $1,885 | $3,566-47.1% | $4,729-60.1% | $4,028-53.2% |
| Admin fee / account holder | $243 | $5,222-95.3% | $6,410-96.2% | $5,403-95.5% |