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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 | $11,501 | $105,630-89.1% | $87,507-86.9% | $273,968-95.8% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | -78.43% | 12.25%-90.7pp | 12.21%-90.6pp | 41.45%-119.9pp |
| Employer contribution / active EE | $250 | $3,141-92.0% | $2,550-90.2% | $4,869-94.9% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |