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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 | $5,957 | $114,093-94.8% | $96,171-93.8% | $167,536-96.4% |
| Participation rate | 45.0% | 75.1%-30.1pp | 68.4%-23.4pp | 82.1%-37.1pp |
| Annual return | -6.40% | 190.00%-196.4pp | 192.04%-198.4pp | 478.82%-485.2pp |
| Employer contribution / active EE | $830 | $3,429-75.8% | $2,799-70.3% | $4,839-82.9% |
| Participant deferral / active EE | $1,388 | $5,197-73.3% | $4,350-68.1% | $6,342-78.1% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |