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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 | $9,361 | $95,975-90.2% | $74,549-87.4% | $135,379-93.1% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -14.13% | 56.96%-71.1pp | 32.53%-46.7pp | 519.79%-533.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,721 | $3,844-55.2% | $3,108-44.6% | $5,609-69.3% |
| Admin fee / account holder | $285 | $6,522-95.6% | $5,059-94.4% | $10,828-97.4% |