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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 | $0 | $108,285-100.0% | $77,552-100.0% | $158,982-100.0% |
| Participation rate | 8.3% | 64.4%-56.1pp | 54.2%-45.9pp | 82.0%-73.6pp |
| Annual return | -113.80% | 31.69%-145.5pp | 54.82%-168.6pp | 302.99%-416.8pp |
| Employer contribution / active EE | $215 | $1,325-83.8% | $987-78.2% | $4,763-95.5% |
| Participant deferral / active EE | $232 | $2,455-90.5% | $1,861-87.5% | $5,983-96.1% |
| Admin fee / account holder | $198 | $3,709-94.7% | $2,859-93.1% | $11,252-98.2% |