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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 | $4,708 | $73,848-93.6% | $143,799-96.7% | $68,486-93.1% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -22.81% | 0.91%-23.7pp | -0.04%-22.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,305 | $3,385-61.4% | $5,638-76.9% | $4,028-67.6% |
| Admin fee / account holder | $207 | $5,755-96.4% | $14,677-98.6% | $5,404-96.2% |