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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 | $8,756 | $64,311-86.4% | $57,356-84.7% | $125,389-93.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -8.92% | 25.14%-34.1pp | 24.41%-33.3pp | 282.24%-291.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,070 | $3,846-20.2% | $3,162-2.9% | $5,352-42.6% |
| Admin fee / account holder | $25 | $5,243-99.5% | $3,357-99.3% | $9,541-99.7% |