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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 | $4,966 | $152,597-96.7% | $117,533-95.8% | $134,532-96.3% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -21.95% | 53.04%-75.0pp | 29.77%-51.7pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,648 | $4,821-65.8% | $4,072-59.5% | $6,401-74.3% |
| Admin fee / account holder | $114 | $7,007-98.4% | $5,647-98.0% | $11,429-99.0% |