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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 | $4,612 | $92,766-95.0% | $82,763-94.4% | $134,545-96.6% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -42.94% | 946.97%-989.9pp | 702.45%-745.4pp | 418.37%-461.3pp |
| Employer contribution / active EE | $1,125 | $3,273-65.6% | $3,008-62.6% | $4,742-76.3% |
| Participant deferral / active EE | $1,125 | $4,802-76.6% | $4,395-74.4% | $6,401-82.4% |
| Admin fee / account holder | $28 | $5,978-99.5% | $5,325-99.5% | $11,431-99.8% |