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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 | $7,994 | $48,053-83.4% | $84,628-90.6% | $72,975-89.0% |
| Participation rate | 27.3% | 57.6%-30.3pp | 68.2%-41.0pp | 69.5%-42.2pp |
| Annual return | -25.69% | 37.39%-63.1pp | 258.80%-284.5pp | 81.01%-106.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |