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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 | $8,881 | $138,076-93.6% | $123,553-92.8% | $135,380-93.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -39.90% | 153.70%-193.6pp | 119.21%-159.1pp | 519.81%-559.7pp |
| Employer contribution / active EE | $2,253 | $5,152-56.3% | $4,628-51.3% | $4,779-52.9% |
| Participant deferral / active EE | $7,703 | $6,800+13.3% | $6,426+19.9% | $5,609+37.3% |
| Admin fee / account holder | $39 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |