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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 | $5,686 | $90,617-93.7% | $79,476-92.8% | $135,382-95.8% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -18.05% | 977.57%-995.6pp | 718.21%-736.3pp | 519.77%-537.8pp |
| Employer contribution / active EE | $527 | $3,068-82.8% | $2,800-81.2% | $4,779-89.0% |
| Participant deferral / active EE | $2,145 | $4,050-47.0% | $3,704-42.1% | $5,609-61.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |