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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 | $7,628 | $90,486-91.6% | $78,676-90.3% | $273,972-97.2% |
| Participation rate | 21.4% | 76.5%-55.1pp | 73.6%-52.1pp | 83.0%-61.6pp |
| Annual return | -13.08% | 75.62%-88.7pp | 62.19%-75.3pp | 41.46%-54.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $955 | $3,901-75.5% | $3,517-72.9% | $5,287-81.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |