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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 | $9,448 | $65,685-85.6% | $57,181-83.5% | $273,968-96.6% |
| Participation rate | 42.9% | 78.3%-35.5pp | 75.3%-32.5pp | 83.0%-40.2pp |
| Annual return | -3.22% | 21.99%-25.2pp | 14.59%-17.8pp | 41.45%-44.7pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,015 | $3,781-73.1% | $3,096-67.2% | $5,287-80.8% |
| Admin fee / account holder | $25 | $4,835-99.5% | $3,139-99.2% | $10,132-99.8% |