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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 | $20,384 | $140,592-85.5% | $123,105-83.4% | $125,389-83.7% |
| Participation rate | 38.1% | 88.2%-50.1pp | 86.8%-48.7pp | 83.2%-45.1pp |
| Annual return | -28.68% | 16.80%-45.5pp | 13.22%-41.9pp | 282.24%-310.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,456 | $6,980-64.8% | $6,229-60.6% | $5,352-54.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |