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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 | $5,200 | $90,607-94.3% | $79,467-93.5% | $135,380-96.2% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -11.20% | 977.74%-988.9pp | 718.30%-729.5pp | 519.81%-531.0pp |
| Employer contribution / active EE | $965 | $3,068-68.5% | $2,800-65.5% | $4,779-79.8% |
| Participant deferral / active EE | $1,238 | $4,050-69.4% | $3,704-66.6% | $5,609-77.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |