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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 | $6,736 | $42,910-84.3% | $60,919-88.9% | $68,490-90.2% |
| Participation rate | 29.4% | 66.8%-37.3pp | 73.1%-43.7pp | 67.9%-38.5pp |
| Annual return | -25.83% | -13.99%-11.8pp | 16.96%-42.8pp | -7.85%-18.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,290 | $2,866-55.0% | $3,814-66.2% | $4,028-68.0% |
| Admin fee / account holder | $28 | $3,104-99.1% | $3,228-99.1% | $5,403-99.5% |