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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 | $13,712 | $82,032-83.3% | $123,106-88.9% | $59,632-77.0% |
| Participation rate | 37.5% | 83.2%-45.7pp | 86.8%-49.3pp | 68.7%-31.2pp |
| Annual return | -4.51% | 5.12%-9.6pp | 13.22%-17.7pp | 2041.32%-2045.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,212 | $4,667-52.6% | $6,229-64.5% | $3,192-30.7% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |