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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 | $15,531 | $167,353-90.7% | $143,797-89.2% | $134,545-88.5% |
| Participation rate | 26.7% | 84.8%-58.2pp | 80.3%-53.7pp | 81.2%-54.6pp |
| Annual return | -27.61% | 0.48%-28.1pp | -0.04%-27.6pp | 418.37%-446.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,881 | $6,447-55.3% | $5,638-48.9% | $6,401-55.0% |
| Admin fee / account holder | $123 | $18,096-99.3% | $14,679-99.2% | $11,431-98.9% |