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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 | $14,328 | $50,947-71.9% | $74,551-80.8% | $64,173-77.7% |
| Participation rate | 15.8% | 61.1%-45.3pp | 69.1%-53.4pp | 69.6%-53.8pp |
| Annual return | -17.47% | -1.85%-15.6pp | 32.53%-50.0pp | 7.63%-25.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,890 | $2,302-17.9% | $3,108-39.2% | $3,470-45.5% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |