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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 | $7,353 | $152,542-95.2% | $117,498-93.7% | $134,509-94.5% |
| Participation rate | 31.8% | 77.1%-45.3pp | 70.6%-38.8pp | 81.2%-49.4pp |
| Annual return | -91.07% | 53.02%-144.1pp | 29.75%-120.8pp | 418.13%-509.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,334 | $4,819-51.6% | $4,071-42.7% | $6,400-63.5% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |