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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 | $5,491 | $57,350-90.4% | $83,850-93.5% | $64,181-91.4% |
| Participation rate | 48.7% | 68.6%-19.9pp | 76.1%-27.4pp | 69.6%-20.9pp |
| Annual return | -15.32% | 11.38%-26.7pp | 850.92%-866.2pp | 7.63%-23.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,410 | $2,993-52.9% | $4,082-65.5% | $3,470-59.4% |
| Admin fee / account holder | $50 | $4,046-98.8% | $5,478-99.1% | $4,887-99.0% |