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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 | $2,548 | $54,370-95.3% | $82,763-96.9% | $68,490-96.3% |
| Participation rate | 53.1% | 63.9%-10.8pp | 72.6%-19.4pp | 67.9%-14.8pp |
| Annual return | -23.66% | -13.67%-10.0pp | 702.45%-726.1pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,564 | $3,247-51.8% | $4,395-64.4% | $4,028-61.2% |
| Admin fee / account holder | $84 | $4,398-98.1% | $5,325-98.4% | $5,403-98.4% |