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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 | $5,538 | $97,881-94.3% | $80,004-93.1% | $125,389-95.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | -4.56% | 9.36%-13.9pp | 7.63%-12.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $710 | $3,744-81.0% | $3,204-77.8% | $5,352-86.7% |
| Admin fee / account holder | $71 | $6,278-98.9% | $5,033-98.6% | $9,541-99.3% |