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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 | $6,183 | $97,759-93.7% | $83,849-92.6% | $135,377-95.4% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -28.20% | 1287.41%-1315.6pp | 850.91%-879.1pp | 519.75%-548.0pp |
| Employer contribution / active EE | $1,338 | $4,222-68.3% | $3,631-63.2% | $4,779-72.0% |
| Participant deferral / active EE | $1,542 | $4,682-67.1% | $4,082-62.2% | $5,609-72.5% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,478-99.4% | $10,828-99.7% |