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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 | $3,272 | $49,280-93.4% | $67,313-95.1% | $64,181-94.9% |
| Participation rate | 46.4% | 60.8%-14.4pp | 69.1%-22.7pp | 69.6%-23.1pp |
| Annual return | -30.70% | -1.39%-29.3pp | -4.08%-26.6pp | 7.63%-38.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,171 | $2,484-52.9% | $3,568-67.2% | $3,470-66.2% |
| Admin fee / account holder | $181 | $3,863-95.3% | $4,507-96.0% | $4,887-96.3% |