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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 | $12,666 | $95,975-86.8% | $74,549-83.0% | $135,379-90.6% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -20.32% | 56.96%-77.3pp | 32.53%-52.9pp | 519.79%-540.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,872 | $3,844+52.8% | $3,108+88.9% | $5,609+4.7% |
| Admin fee / account holder | $210 | $6,522-96.8% | $5,059-95.8% | $10,828-98.1% |