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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 | $6,285 | $97,729-93.6% | $83,830-92.5% | $135,379-95.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -11.04% | 1287.52%-1298.6pp | 850.97%-862.0pp | 519.79%-530.8pp |
| Employer contribution / active EE | $854 | $4,222-79.8% | $3,631-76.5% | $4,779-82.1% |
| Participant deferral / active EE | $1,190 | $4,683-74.6% | $4,082-70.9% | $5,609-78.8% |
| Admin fee / account holder | $45 | $6,674-99.3% | $5,479-99.2% | $10,828-99.6% |