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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 | $6,502 | $92,766-93.0% | $82,763-92.1% | $134,545-95.2% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -81.10% | 946.97%-1028.1pp | 702.45%-783.5pp | 418.37%-499.5pp |
| Employer contribution / active EE | $1,753 | $3,273-46.4% | $3,008-41.7% | $4,742-63.0% |
| Participant deferral / active EE | $2,555 | $4,802-46.8% | $4,395-41.9% | $6,401-60.1% |
| Admin fee / account holder | $23 | $5,978-99.6% | $5,325-99.6% | $11,431-99.8% |