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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 | $6,785 | $90,617-92.5% | $79,476-91.5% | $135,382-95.0% |
| Participation rate | 57.1% | 76.1%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -15.86% | 977.57%-993.4pp | 718.21%-734.1pp | 519.77%-535.6pp |
| Employer contribution / active EE | $659 | $3,068-78.5% | $2,800-76.5% | $4,779-86.2% |
| Participant deferral / active EE | $1,318 | $4,050-67.5% | $3,704-64.4% | $5,609-76.5% |
| Admin fee / account holder | $80 | $5,907-98.7% | $5,113-98.4% | $10,829-99.3% |