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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 | $6,221 | $113,941-94.5% | $94,229-93.4% | $125,389-95.0% |
| Participation rate | 56.3% | 82.9%-26.6pp | 78.8%-22.5pp | 83.2%-26.9pp |
| Annual return | -6.19% | 5.29%-11.5pp | 10.68%-16.9pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,297 | $5,179-55.6% | $4,320-46.8% | $5,352-57.1% |
| Admin fee / account holder | $8 | $8,392-99.9% | $6,269-99.9% | $9,541-99.9% |