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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 | $7,921 | $97,732-91.9% | $83,831-90.6% | $135,380-94.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -15.45% | 1287.56%-1303.0pp | 850.99%-866.4pp | 519.81%-535.3pp |
| Employer contribution / active EE | $984 | $4,222-76.7% | $3,631-72.9% | $4,779-79.4% |
| Participant deferral / active EE | $1,682 | $4,683-64.1% | $4,082-58.8% | $5,609-70.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |