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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 | $70,049 | $324,074-78.4% | $278,538-74.9% | $461,066-84.8% |
| Participation rate | 50.0% | 85.4%-35.4pp | 83.2%-33.2pp | 87.7%-37.7pp |
| Annual return | -9.24% | -7.67%-1.6pp | -6.42%-2.8pp | 484.84%-494.1pp |
| Employer contribution / active EE | $0 | $10,290-100.0% | $8,620-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $6,868-100.0% | $5,790-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $15,098-100.0% | $12,986-100.0% | $28,147-100.0% |