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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 | $6,877 | $39,132-82.4% | $57,196-88.0% | $62,881-89.1% |
| Participation rate | 36.7% | 70.5%-33.8pp | 75.3%-38.7pp | 69.3%-32.6pp |
| Annual return | -0.74% | 9.24%-10.0pp | 14.59%-15.3pp | 20.14%-20.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,119 | $2,374-52.9% | $3,096-63.9% | $3,203-65.1% |
| Admin fee / account holder | $16 | $2,594-99.4% | $3,141-99.5% | $4,296-99.6% |