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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 | $2,198 | $133,981-98.4% | $112,249-98.0% | $134,532-98.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -177.28% | 47.16%-224.4pp | 27.48%-204.8pp | 418.27%-595.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,564 | $5,292-70.5% | $4,729-66.9% | $6,401-75.6% |
| Admin fee / account holder | $223 | $7,492-97.0% | $6,412-96.5% | $11,429-98.0% |