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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 | $13,583 | $138,075-90.2% | $123,552-89.0% | $135,379-90.0% |
| Participation rate | 42.1% | 84.7%-42.6pp | 82.3%-40.2pp | 82.6%-40.5pp |
| Annual return | -11.33% | 153.70%-165.0pp | 119.20%-130.5pp | 519.79%-531.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,929 | $6,800-56.9% | $6,426-54.4% | $5,609-47.8% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |