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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 | $14,348 | $86,701-83.5% | $73,309-80.4% | $125,389-88.6% |
| Participation rate | 14.3% | 78.6%-64.3pp | 74.9%-60.6pp | 83.2%-68.9pp |
| Annual return | -4.02% | 2.78%-6.8pp | 5.67%-9.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,958 | $5,549-64.7% | $4,991-60.8% | $5,352-63.4% |
| Admin fee / account holder | $85 | $7,768-98.9% | $5,635-98.5% | $9,541-99.1% |