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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 | $2,243 | $49,280-95.4% | $67,313-96.7% | $64,173-96.5% |
| Participation rate | 42.7% | 60.8%-18.1pp | 69.1%-26.4pp | 69.6%-26.9pp |
| Annual return | -19.91% | -1.39%-18.5pp | -4.08%-15.8pp | 7.63%-27.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $997 | $2,484-59.9% | $3,568-72.1% | $3,470-71.3% |
| Admin fee / account holder | $110 | $3,863-97.2% | $4,507-97.6% | $4,887-97.8% |