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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 | $10,700 | $85,790-87.5% | $67,313-84.1% | $135,380-92.1% |
| Participation rate | 58.8% | 76.5%-17.6pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -17.41% | -0.54%-16.9pp | -4.08%-13.3pp | 519.81%-537.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,890 | $4,651-37.9% | $3,568-19.0% | $5,609-48.5% |
| Admin fee / account holder | $154 | $6,392-97.6% | $4,507-96.6% | $10,828-98.6% |