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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 | $5,693 | $75,935-92.5% | $60,547-90.6% | $125,389-95.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 68.0%-8.0pp | 83.2%-23.2pp |
| Annual return | -6.11% | -5.38%-0.7pp | 335.64%-341.8pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,427 | $4,506-46.1% | $3,328-27.1% | $5,352-54.6% |
| Admin fee / account holder | $208 | $6,768-96.9% | $4,536-95.4% | $9,541-97.8% |