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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 | $4,288 | $85,790-95.0% | $67,313-93.6% | $135,380-96.8% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -13.63% | -0.54%-13.1pp | -4.08%-9.6pp | 519.81%-533.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,638 | $4,651-64.8% | $3,568-54.1% | $5,609-70.8% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |