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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 | $11,074 | $97,761-88.7% | $83,850-86.8% | $135,382-91.8% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -12.32% | 1287.44%-1299.8pp | 850.92%-863.2pp | 519.77%-532.1pp |
| Employer contribution / active EE | $1,007 | $4,222-76.1% | $3,631-72.3% | $4,779-78.9% |
| Participant deferral / active EE | $4,302 | $4,682-8.1% | $4,082+5.4% | $5,609-23.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |