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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 | $2,925 | $166,242-98.2% | $165,071-98.2% | $145,884-98.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | -2.14% | 100.44%-102.6pp | 70.17%-72.3pp | 551.85%-554.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |