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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 | $8,103 | $82,674-90.2% | $125,381-93.5% | $68,486-88.2% |
| Participation rate | 26.7% | 75.1%-48.4pp | 82.4%-55.7pp | 67.9%-41.2pp |
| Annual return | -23.53% | -5.97%-17.6pp | 572.31%-595.8pp | -7.85%-15.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,577 | $6,111-57.8% | $7,448-65.4% | $4,028-36.0% |
| Admin fee / account holder | $58 | $6,277-99.1% | $10,007-99.4% | $5,404-98.9% |