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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 | $8,850 | $103,008-91.4% | $90,304-90.2% | $152,897-94.2% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | -3.42% | 95.22%-98.6pp | 78.13%-81.6pp | 345.43%-348.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,717 | $4,281-59.9% | $3,885-55.8% | $5,851-70.7% |
| Admin fee / account holder | $111 | $6,175-98.2% | $5,354-97.9% | $11,599-99.0% |