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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 | $2,262 | $45,050-95.0% | $63,018-96.4% | $70,126-96.8% |
| Participation rate | 51.7% | 69.5%-17.8pp | 74.8%-23.1pp | 69.5%-17.8pp |
| Annual return | -19.17% | 18.76%-37.9pp | 87.62%-106.8pp | 73.15%-92.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |