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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 | $10,898 | $91,911-88.1% | $68,612-84.1% | $135,380-91.9% |
| Participation rate | 53.8% | 76.7%-22.9pp | 72.2%-18.4pp | 82.6%-28.8pp |
| Annual return | -20.10% | -8.22%-11.9pp | -4.63%-15.5pp | 519.81%-539.9pp |
| Employer contribution / active EE | $4,348 | $3,924+10.8% | $2,625+65.6% | $4,779-9.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |