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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 | $90,590-100.0% | $90,782-100.0% | $135,380-100.0% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.6%-32.6pp |
| Annual return | -100.00% | -3.40%-96.6pp | -3.42%-96.6pp | 519.81%-619.8pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |