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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 | $7,702 | $138,076-94.4% | $123,553-93.8% | $135,380-94.3% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -13.05% | 153.70%-166.8pp | 119.21%-132.3pp | 519.81%-532.9pp |
| Employer contribution / active EE | $935 | $5,152-81.8% | $4,628-79.8% | $4,779-80.4% |
| Participant deferral / active EE | $2,569 | $6,800-62.2% | $6,426-60.0% | $5,609-54.2% |
| Admin fee / account holder | $17 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |