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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 | $3,566 | $81,276-95.6% | $155,574-97.7% | $80,925-95.6% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.4pp | 67.7%-12.8pp |
| Annual return | -31.39% | 33.36%-64.7pp | 64.87%-96.3pp | 35.65%-67.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $287 | $7,993-96.4% | $15,914-98.2% | $6,940-95.9% |