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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 | $8,492 | $226,105-96.2% | $182,540-95.3% | $152,897-94.4% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.0%-48.0pp | 82.5%-52.5pp |
| Annual return | -0.64% | 192.58%-193.2pp | 148.58%-149.2pp | 345.43%-346.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,925 | $6,370-69.8% | $5,525-65.2% | $5,851-67.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |