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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 | $15,831 | $73,009-78.3% | $90,760-82.6% | $68,486-76.9% |
| Participation rate | 21.4% | 70.8%-49.4pp | 75.7%-54.3pp | 67.9%-46.5pp |
| Annual return | -21.63% | -13.81%-7.8pp | -12.16%-9.5pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,350 | $3,626-35.2% | $4,565-48.5% | $4,028-41.7% |
| Admin fee / account holder | $24 | $5,896-99.6% | $8,444-99.7% | $5,404-99.6% |