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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 | $8,137 | $133,981-93.9% | $112,249-92.8% | $134,532-94.0% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.1%-56.9pp | 81.2%-63.0pp |
| Annual return | -23.10% | 47.16%-70.3pp | 27.48%-50.6pp | 418.27%-441.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $203 | $7,492-97.3% | $6,412-96.8% | $11,429-98.2% |