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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 | $10,462 | $185,887-94.4% | $179,823-94.2% | $330,599-96.8% |
| Participation rate | 69.2% | 61.6%+7.6pp | 42.1%+27.1pp | 43.7%+25.5pp |
| Annual return | 0.64% | 174.02%-173.4pp | 148.65%-148.0pp | 13.05%-12.4pp |
| Employer contribution / active EE | $0 | $30,823-100.0% | $26,844-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |