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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 | $7,929 | $90,617-91.2% | $79,476-90.0% | $135,382-94.1% |
| Participation rate | 15.0% | 76.1%-61.1pp | 73.3%-58.3pp | 82.6%-67.6pp |
| Annual return | -38.32% | 977.57%-1015.9pp | 718.21%-756.5pp | 519.77%-558.1pp |
| Employer contribution / active EE | $274 | $3,068-91.1% | $2,800-90.2% | $4,779-94.3% |
| Participant deferral / active EE | $724 | $4,050-82.1% | $3,704-80.4% | $5,609-87.1% |
| Admin fee / account holder | $16 | $5,907-99.7% | $5,113-99.7% | $10,829-99.9% |