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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 | $7,150 | $152,597-95.3% | $117,533-93.9% | $134,532-94.7% |
| Participation rate | 29.4% | 77.1%-47.7pp | 70.6%-41.2pp | 81.2%-51.8pp |
| Annual return | -22.27% | 53.04%-75.3pp | 29.77%-52.0pp | 418.27%-440.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,533 | $4,821-47.5% | $4,072-37.8% | $6,401-60.4% |
| Admin fee / account holder | $117 | $7,007-98.3% | $5,647-97.9% | $11,429-99.0% |