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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 | $4,351 | $168,635-97.4% | $147,617-97.1% | $125,389-96.5% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -40.19% | 77.65%-117.8pp | 61.98%-102.2pp | 282.24%-322.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,296 | $5,507-40.1% | $4,895-32.7% | $5,352-38.4% |
| Admin fee / account holder | $173 | $13,580-98.7% | $11,612-98.5% | $9,541-98.2% |