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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 | $5,198 | $46,732-88.9% | $156,551-96.7% | $55,167-90.6% |
| Participation rate | 52.1% | 65.8%-13.7pp | 84.0%-31.9pp | 69.0%-16.9pp |
| Annual return | -1.05% | 17.72%-18.8pp | 32.23%-33.3pp | 169.23%-170.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $658 | $2,204-70.2% | $4,871-86.5% | $3,054-78.5% |
| Admin fee / account holder | $216 | $418-48.4% | $13,028-98.3% | $504-57.2% |