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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 | $7,034 | $92,743-92.4% | $82,744-91.5% | $134,532-94.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -23.69% | 946.63%-970.3pp | 702.22%-725.9pp | 418.27%-442.0pp |
| Employer contribution / active EE | $975 | $3,273-70.2% | $3,008-67.6% | $4,741-79.4% |
| Participant deferral / active EE | $1,025 | $4,802-78.7% | $4,395-76.7% | $6,401-84.0% |
| Admin fee / account holder | $67 | $5,977-98.9% | $5,325-98.8% | $11,429-99.4% |