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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 | $11,780 | $138,075-91.5% | $123,552-90.5% | $135,379-91.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -10.10% | 153.70%-163.8pp | 119.20%-129.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,860 | $6,800-43.2% | $6,426-39.9% | $5,609-31.2% |
| Admin fee / account holder | $143 | $10,917-98.7% | $9,285-98.5% | $10,828-98.7% |