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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 | $8,679 | $123,155-93.0% | $108,753-92.0% | $155,188-94.4% |
| Participation rate | 33.3% | 75.6%-42.3pp | 71.1%-37.8pp | 80.8%-47.5pp |
| Annual return | -14.04% | 44.73%-58.8pp | 37.47%-51.5pp | 148.84%-162.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |