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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 | $13,037 | $138,072-90.6% | $123,549-89.4% | $135,382-90.4% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -19.35% | 153.69%-173.0pp | 119.20%-138.6pp | 519.77%-539.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,071 | $6,799-10.7% | $6,426-5.5% | $5,609+8.2% |
| Admin fee / account holder | $46 | $10,917-99.6% | $9,284-99.5% | $10,829-99.6% |