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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 | $5,387 | $32,037-83.2% | $69,182-92.2% | $62,881-91.4% |
| Participation rate | 32.5% | 43.4%-11.0pp | 55.1%-22.6pp | 69.3%-36.8pp |
| Annual return | 3.96% | 15.16%-11.2pp | -21.93%+25.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $614 | $1,185-48.2% | $1,897-67.6% | $3,203-80.8% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |