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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 | $4,393 | $95,895-95.4% | $79,576-94.5% | $134,509-96.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -23.39% | -2.72%-20.7pp | 0.15%-23.5pp | 418.13%-441.5pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,198 | $4,693-74.5% | $3,985-69.9% | $6,400-81.3% |
| Admin fee / account holder | $234 | $9,129-97.4% | $6,834-96.6% | $11,427-98.0% |