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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 | $5,524 | $141,004-96.1% | $112,273-95.1% | $139,466-96.0% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | -23.18% | 32.75%-55.9pp | 30.23%-53.4pp | 373.66%-396.8pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,340 | $5,878-60.2% | $4,800-51.2% | $6,712-65.1% |
| Admin fee / account holder | $36 | $9,959-99.6% | $7,752-99.5% | $11,409-99.7% |