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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 | $905 | $99,053-99.1% | $88,179-99.0% | $138,895-99.3% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.1%-51.5pp | 79.9%-62.3pp |
| Annual return | -7.87% | 78.17%-86.0pp | 64.97%-72.8pp | 145.39%-153.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $261 | $8,748-97.0% | $7,673-96.6% | $12,562-97.9% |