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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 | $14,487 | $52,678-72.5% | $75,784-80.9% | $59,633-75.7% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.8%-15.8pp | 68.7%-8.7pp |
| Annual return | -3.29% | 2.95%-6.2pp | 9.68%-13.0pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,931 | $2,591-25.5% | $3,652-47.1% | $3,192-39.5% |
| Admin fee / account holder | $33 | $3,610-99.1% | $5,300-99.4% | $4,297-99.2% |