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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 | $12,118 | $58,587-79.3% | $83,322-85.5% | $64,173-81.1% |
| Participation rate | 16.7% | 72.0%-55.4pp | 77.8%-61.1pp | 69.6%-52.9pp |
| Annual return | -52.88% | 9.65%-62.5pp | 10.64%-63.5pp | 7.63%-60.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,063 | $4,654-12.7% | $5,565-27.0% | $3,470+17.1% |
| Admin fee / account holder | $0 | $9,279-100.0% | $7,540-100.0% | $4,887-100.0% |