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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 | $6,593 | $97,729-93.3% | $83,830-92.1% | $135,379-95.1% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -49.15% | 1287.52%-1336.7pp | 850.97%-900.1pp | 519.79%-568.9pp |
| Employer contribution / active EE | $698 | $4,222-83.5% | $3,631-80.8% | $4,779-85.4% |
| Participant deferral / active EE | $1,647 | $4,683-64.8% | $4,082-59.6% | $5,609-70.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |