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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 | $12,524 | $197,819-93.7% | $155,789-92.0% | $125,389-90.0% |
| Participation rate | 68.8% | 82.1%-13.3pp | 76.1%-7.3pp | 83.2%-14.4pp |
| Annual return | -5.04% | 86.73%-91.8pp | 71.54%-76.6pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,228 | $5,631-24.9% | $4,798-11.9% | $5,352-21.0% |
| Admin fee / account holder | $157 | $9,544-98.4% | $7,477-97.9% | $9,541-98.4% |