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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 | $6,384 | $138,102-95.4% | $125,381-94.9% | $134,532-95.3% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -32.77% | 750.73%-783.5pp | 572.31%-605.1pp | 418.27%-451.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,888 | $7,801-63.0% | $7,448-61.2% | $6,401-54.9% |
| Admin fee / account holder | $62 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |