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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 | $990 | $75,541-98.7% | $152,093-99.3% | $82,637-98.8% |
| Participation rate | 15.6% | 66.5%-50.9pp | 77.8%-62.1pp | 68.1%-52.4pp |
| Annual return | -9.34% | 32.56%-41.9pp | 66.36%-75.7pp | 53.51%-62.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $270 | $6,405-95.8% | $14,497-98.1% | $7,339-96.3% |