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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 | $13,297 | $97,732-86.4% | $83,831-84.1% | $135,380-90.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -11.14% | 1287.56%-1298.7pp | 850.99%-862.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,031 | $4,222-75.6% | $3,631-71.6% | $4,779-78.4% |
| Participant deferral / active EE | $4,005 | $4,683-14.5% | $4,082-1.9% | $5,609-28.6% |
| Admin fee / account holder | $240 | $6,675-96.4% | $5,479-95.6% | $10,828-97.8% |