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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 | $7,645 | $168,635-95.5% | $147,617-94.8% | $125,389-93.9% |
| Participation rate | 61.5% | 88.8%-27.2pp | 84.6%-23.1pp | 83.2%-21.7pp |
| Annual return | -15.64% | 77.65%-93.3pp | 61.98%-77.6pp | 282.24%-297.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,551 | $5,507-35.5% | $4,895-27.5% | $5,352-33.6% |
| Admin fee / account holder | $20 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |