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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 | $1,671 | $106,236-98.4% | $96,496-98.3% | $139,427-98.8% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | -0.93% | 38.43%-39.4pp | 35.70%-36.6pp | 373.27%-374.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,738-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $287 | $7,879-96.4% | $6,731-95.7% | $11,404-97.5% |