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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 | $5,166 | $69,541-92.6% | $59,899-91.4% | $135,380-96.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -16.02% | 7.95%-24.0pp | 3.46%-19.5pp | 519.81%-535.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,057 | $4,206-51.1% | $3,402-39.5% | $5,609-63.3% |
| Admin fee / account holder | $2 | $5,737-100.0% | $3,592-99.9% | $10,828-100.0% |