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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 | $17,844 | $92,219-80.6% | $76,766-76.8% | $135,382-86.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -10.38% | 5.46%-15.8pp | 2.43%-12.8pp | 519.77%-530.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,183 | $4,508-51.6% | $3,851-43.3% | $5,609-61.1% |
| Admin fee / account holder | $117 | $10,749-98.9% | $6,675-98.3% | $10,829-98.9% |