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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 | $13,828 | $105,867-86.9% | $90,760-84.8% | $134,532-89.7% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -20.71% | -10.99%-9.7pp | -12.16%-8.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,793 | $5,217-8.1% | $4,565+5.0% | $6,401-25.1% |
| Admin fee / account holder | $45 | $13,936-99.7% | $8,444-99.5% | $11,429-99.6% |