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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 | $3,287 | $64,719-94.9% | $112,249-97.1% | $68,486-95.2% |
| Participation rate | 21.3% | 67.2%-45.9pp | 75.1%-53.8pp | 67.9%-46.6pp |
| Annual return | -21.74% | -11.40%-10.3pp | 27.48%-49.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $217 | $5,232-95.8% | $6,412-96.6% | $5,404-96.0% |