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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 | $7,974 | $90,606-91.2% | $79,466-90.0% | $135,379-94.1% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -16.07% | 977.69%-993.8pp | 718.28%-734.3pp | 519.79%-535.9pp |
| Employer contribution / active EE | $1,283 | $3,068-58.2% | $2,800-54.2% | $4,779-73.1% |
| Participant deferral / active EE | $1,508 | $4,050-62.8% | $3,704-59.3% | $5,609-73.1% |
| Admin fee / account holder | $47 | $5,895-99.2% | $5,104-99.1% | $10,828-99.6% |