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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 | $7,877 | $167,362-95.3% | $143,799-94.5% | $134,532-94.1% |
| Participation rate | 13.3% | 84.8%-71.5pp | 80.3%-67.0pp | 81.2%-67.9pp |
| Annual return | -81.46% | 0.47%-81.9pp | -0.04%-81.4pp | 418.27%-499.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |