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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 | $6,734 | $97,729-93.1% | $83,830-92.0% | $135,379-95.0% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -54.65% | 1287.52%-1342.2pp | 850.97%-905.6pp | 519.79%-574.4pp |
| Employer contribution / active EE | $1,822 | $4,222-56.9% | $3,631-49.8% | $4,779-61.9% |
| Participant deferral / active EE | $2,851 | $4,683-39.1% | $4,082-30.2% | $5,609-49.2% |
| Admin fee / account holder | $188 | $6,674-97.2% | $5,479-96.6% | $10,828-98.3% |