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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 | $1,918 | $121,637-98.4% | $104,605-98.2% | $158,931-98.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | -17.89% | 465.32%-483.2pp | 340.46%-358.4pp | 302.86%-320.8pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,788-100.0% | $6,473-100.0% | $11,247-100.0% |