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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 | $10,614 | $85,790-87.6% | $67,313-84.2% | $135,380-92.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -117.09% | -0.54%-116.5pp | -4.08%-113.0pp | 519.81%-636.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,300 | $4,651-7.5% | $3,568+20.5% | $5,609-23.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |