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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 | $7,003 | $42,910-83.7% | $60,919-88.5% | $68,490-89.8% |
| Participation rate | 13.2% | 66.8%-53.6pp | 73.1%-59.9pp | 67.9%-54.7pp |
| Annual return | -19.91% | -13.99%-5.9pp | 16.96%-36.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $995 | $2,866-65.3% | $3,814-73.9% | $4,028-75.3% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |