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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 | $5,676 | $99,345-94.3% | $84,753-93.3% | $273,972-97.9% |
| Participation rate | 23.1% | 80.7%-57.6pp | 76.6%-53.5pp | 83.0%-59.9pp |
| Annual return | -3.40% | 22.93%-26.3pp | 22.78%-26.2pp | 41.46%-44.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $216 | $6,645-96.8% | $5,333-96.0% | $10,133-97.9% |