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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 | $20,731 | $86,922-76.2% | $102,438-79.8% | $80,874-74.4% |
| Participation rate | 37.8% | 72.4%-34.5pp | 76.5%-38.7pp | 67.6%-29.8pp |
| Annual return | -4.42% | 18.90%-23.3pp | 29.37%-33.8pp | 35.62%-40.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |