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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 | $50,000 | $90,671-44.9% | $85,826-41.7% | $382,429-86.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 72.9%-22.9pp | 87.7%-37.7pp |
| Annual return | -23.08% | -14.82%-8.3pp | -10.29%-12.8pp | 248.85%-271.9pp |
| Employer contribution / active EE | $0 | $10,032-100.0% | $6,831-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $4,773-100.0% | $4,820-100.0% | $30,732-100.0% |