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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 | $13,885 | $61,660-77.5% | $80,022-82.6% | $64,173-78.4% |
| Participation rate | 38.9% | 71.7%-32.8pp | 75.8%-36.9pp | 69.6%-30.7pp |
| Annual return | -20.53% | -0.33%-20.2pp | 11.22%-31.8pp | 7.63%-28.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,731 | $2,968+59.4% | $3,686+28.4% | $3,470+36.4% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |