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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 | $4,072 | $49,177-91.7% | $79,466-94.9% | $64,173-93.7% |
| Participation rate | 48.1% | 65.0%-16.9pp | 73.3%-25.2pp | 69.6%-21.4pp |
| Annual return | -12.75% | -1.16%-11.6pp | 718.28%-731.0pp | 7.63%-20.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,121 | $2,821-60.3% | $3,704-69.7% | $3,470-67.7% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,104-99.4% | $4,887-99.4% |