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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 | $8,737 | $69,541-87.4% | $59,899-85.4% | $135,380-93.5% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.7%-54.7pp | 82.6%-62.6pp |
| Annual return | -27.58% | 7.95%-35.5pp | 3.46%-31.0pp | 519.81%-547.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,375 | $4,206-67.3% | $3,402-59.6% | $5,609-75.5% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |