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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 | $7,371 | $54,162-86.4% | $68,612-89.3% | $64,173-88.5% |
| Participation rate | 47.9% | 68.1%-20.1pp | 72.2%-24.3pp | 69.6%-21.7pp |
| Annual return | -10.89% | -1.62%-9.3pp | -4.63%-6.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,016 | $2,626-61.3% | $3,311-69.3% | $3,470-70.7% |
| Admin fee / account holder | $102 | $4,029-97.5% | $5,131-98.0% | $4,887-97.9% |