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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 | $152,591-95.2% | $117,529-93.7% | $134,545-94.5% |
| Participation rate | 31.8% | 77.1%-45.3pp | 70.6%-38.8pp | 81.2%-49.4pp |
| Annual return | -91.07% | 53.04%-144.1pp | 29.77%-120.8pp | 418.37%-509.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,334 | $4,821-51.6% | $4,072-42.7% | $6,401-63.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |