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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 | $5,600 | $127,387-95.6% | $115,038-95.1% | $125,389-95.5% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -20.15% | 31.28%-51.4pp | 26.14%-46.3pp | 282.24%-302.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,214 | $6,423-18.8% | $6,026-13.5% | $5,352-2.6% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |