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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 | $5,546 | $47,944-88.4% | $67,834-91.8% | $62,881-91.2% |
| Participation rate | 64.3% | 61.1%+3.2pp | 68.8%-4.5pp | 69.3%-5.0pp |
| Annual return | -3.26% | 11.77%-15.0pp | 138.47%-141.7pp | 20.14%-23.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |