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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 | $16,995 | $67,411-74.8% | $91,004-81.3% | $70,126-75.8% |
| Participation rate | 46.5% | 71.4%-24.9pp | 75.6%-29.1pp | 69.5%-23.0pp |
| Annual return | -1.41% | -40.16%+38.8pp | 4.60%-6.0pp | 73.15%-74.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $126 | $4,236-97.0% | $5,417-97.7% | $4,645-97.3% |