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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 | $5,510 | $90,607-93.9% | $79,467-93.1% | $135,380-95.9% |
| Participation rate | 38.9% | 76.0%-37.2pp | 73.3%-34.5pp | 82.6%-43.8pp |
| Annual return | -16.79% | 977.74%-994.5pp | 718.30%-735.1pp | 519.81%-536.6pp |
| Employer contribution / active EE | $484 | $3,068-84.2% | $2,800-82.7% | $4,779-89.9% |
| Participant deferral / active EE | $967 | $4,050-76.1% | $3,704-73.9% | $5,609-82.8% |
| Admin fee / account holder | $54 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |