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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 | $2,963 | $71,873-95.9% | $86,698-96.6% | $68,490-95.7% |
| Participation rate | 35.8% | 72.2%-36.4pp | 76.6%-40.7pp | 67.9%-32.0pp |
| Annual return | -23.64% | 3.54%-27.2pp | 35.96%-59.6pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $221 | $6,110-96.4% | $7,492-97.1% | $5,403-95.9% |