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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 | $8,191 | $82,630-90.1% | $64,105-87.2% | $125,389-93.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | -4.80% | 1489.72%-1494.5pp | 791.24%-796.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $1,012 | $2,671-62.1% | $1,820-44.4% | $4,866-79.2% |
| Participant deferral / active EE | $3,966 | $3,608+9.9% | $2,822+40.6% | $5,352-25.9% |
| Admin fee / account holder | $83 | $6,382-98.7% | $4,499-98.2% | $9,541-99.1% |