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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 | $13,370 | $102,393-86.9% | $147,041-90.9% | $80,911-83.5% |
| Participation rate | 38.0% | 75.9%-37.9pp | 82.2%-44.2pp | 67.6%-29.6pp |
| Annual return | 8.28% | 134.95%-126.7pp | 419.21%-410.9pp | 35.63%-27.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $127 | $7,943-98.4% | $13,006-99.0% | $6,935-98.2% |