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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 | $3,611 | $106,247-96.6% | $96,515-96.3% | $139,466-97.4% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | -32.42% | 38.47%-70.9pp | 35.73%-68.2pp | 373.66%-406.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,891 | $5,456-47.0% | $4,880-40.7% | $6,712-56.9% |
| Admin fee / account holder | $101 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |