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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 | $19,238 | $142,361-86.5% | $119,608-83.9% | $134,509-85.7% |
| Participation rate | 43.8% | 82.8%-39.1pp | 79.3%-35.5pp | 81.2%-37.5pp |
| Annual return | -20.72% | -12.46%-8.3pp | -14.98%-5.7pp | 418.13%-438.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,471 | $6,468-61.8% | $5,601-55.9% | $6,400-61.4% |
| Admin fee / account holder | $84 | $13,588-99.4% | $10,326-99.2% | $11,427-99.3% |