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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 | $19,211 | $135,956-85.9% | $123,894-84.5% | $273,972-93.0% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | -47.01% | 56.63%-103.6pp | 47.52%-94.5pp | 41.46%-88.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,236 | $6,343-17.5% | $5,984-12.5% | $5,287-1.0% |
| Admin fee / account holder | $22 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |