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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 | $30,763 | $169,587-81.9% | $157,466-80.5% | $233,076-86.8% |
| Participation rate | 66.7% | 34.7%+31.9pp | 11.9%+54.8pp | 46.4%+20.3pp |
| Annual return | -12.34% | -5.34%-7.0pp | 12.68%-25.0pp | -82.66%+70.3pp |
| Employer contribution / active EE | $15,363 | $31,322-51.0% | $22,860-32.8% | $43,771-64.9% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |