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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 | $21,146 | $165,399-87.2% | $149,745-85.9% | $158,982-86.7% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | -85.42% | 348.34%-433.8pp | 276.72%-362.1pp | 302.99%-388.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,850 | $7,183-46.4% | $6,843-43.7% | $5,983-35.7% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |