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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 | $3,857 | $158,852-97.6% | $121,220-96.8% | $135,380-97.2% |
| Participation rate | 56.3% | 79.3%-23.1pp | 71.8%-15.5pp | 82.6%-26.4pp |
| Annual return | -9.52% | -0.64%-8.9pp | 16.94%-26.5pp | 519.81%-529.3pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $735 | $4,006-81.7% | $3,345-78.0% | $5,609-86.9% |
| Admin fee / account holder | $16 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |