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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 | $41,412 | $381,890-89.2% | $359,360-88.5% | $564,480-92.7% |
| Participation rate | 66.7% | 88.9%-22.3pp | 86.3%-19.7pp | 89.1%-22.5pp |
| Annual return | -25.26% | -11.38%-13.9pp | -10.75%-14.5pp | -14.07%-11.2pp |
| Employer contribution / active EE | $0 | $18,491-100.0% | $18,485-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $10,467 | $9,109+14.9% | $8,159+28.3% | $5,729+82.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $9,603-100.0% | $27,140-100.0% |