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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 | $21,719 | $94,529-77.0% | $140,019-84.5% | $64,173-66.2% |
| Participation rate | 25.6% | 84.1%-58.4pp | 87.5%-61.9pp | 69.6%-43.9pp |
| Annual return | -9.22% | 7.77%-17.0pp | 651.17%-660.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,312 | $5,250-36.9% | $6,927-52.2% | $3,470-4.5% |
| Admin fee / account holder | $22 | $6,741-99.7% | $10,705-99.8% | $4,887-99.5% |