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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 | $9,613 | $97,732-90.2% | $83,831-88.5% | $135,380-92.9% |
| Participation rate | 43.8% | 80.0%-36.2pp | 76.1%-32.4pp | 82.6%-38.9pp |
| Annual return | -13.24% | 1287.56%-1300.8pp | 850.99%-864.2pp | 519.81%-533.0pp |
| Employer contribution / active EE | $874 | $4,222-79.3% | $3,631-75.9% | $4,779-81.7% |
| Participant deferral / active EE | $2,304 | $4,683-50.8% | $4,082-43.6% | $5,609-58.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |