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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 | $7,901 | $75,962-89.6% | $154,108-94.9% | $64,173-87.7% |
| Participation rate | 38.3% | 70.4%-32.1pp | 83.0%-44.7pp | 69.6%-31.2pp |
| Annual return | -12.26% | 30.32%-42.6pp | 735.21%-747.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,404 | $3,175-55.8% | $5,081-72.4% | $3,470-59.5% |
| Admin fee / account holder | $75 | $5,589-98.7% | $13,411-99.4% | $4,887-98.5% |