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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 | $11,217 | $56,484-80.1% | $169,452-93.4% | $64,173-82.5% |
| Participation rate | 40.5% | 64.5%-24.0pp | 77.8%-37.2pp | 69.6%-29.0pp |
| Annual return | -13.25% | -1.55%-11.7pp | 1.83%-15.1pp | 7.63%-20.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,730 | $3,448-20.8% | $5,277-48.3% | $3,470-21.3% |
| Admin fee / account holder | $67 | $4,174-98.4% | $9,110-99.3% | $4,887-98.6% |