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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 | $7,413 | $73,848-90.0% | $143,799-94.8% | $68,486-89.2% |
| Participation rate | 60.7% | 66.7%-5.9pp | 80.3%-19.6pp | 67.9%-7.2pp |
| Annual return | -25.10% | 0.91%-26.0pp | -0.04%-25.1pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,387 | $3,385-59.0% | $5,638-75.4% | $4,028-65.6% |
| Admin fee / account holder | $89 | $5,755-98.5% | $14,677-99.4% | $5,404-98.4% |