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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 | $8,175 | $95,915-91.5% | $79,580-89.7% | $134,532-93.9% |
| Participation rate | 18.2% | 75.0%-56.9pp | 69.5%-51.3pp | 81.2%-63.0pp |
| Annual return | -60.57% | -2.71%-57.9pp | 0.15%-60.7pp | 418.27%-478.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,760 | $4,693-41.2% | $3,985-30.8% | $6,401-56.9% |
| Admin fee / account holder | $32 | $9,132-99.6% | $6,835-99.5% | $11,429-99.7% |