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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 | $8,482 | $100,792-91.6% | $86,691-90.2% | $134,509-93.7% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -23.90% | 29.08%-53.0pp | 35.94%-59.8pp | 418.13%-442.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,936 | $5,339-63.7% | $4,656-58.4% | $6,400-69.7% |
| Admin fee / account holder | $205 | $10,924-98.1% | $7,492-97.3% | $11,427-98.2% |