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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 | $9,651 | $58,099-83.4% | $76,902-87.4% | $75,177-87.2% |
| Participation rate | 45.5% | 63.9%-18.4pp | 69.6%-24.2pp | 67.2%-21.8pp |
| Annual return | -2.89% | 26.71%-29.6pp | 37.91%-40.8pp | 160.75%-163.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,479-100.0% | $5,651-100.0% |