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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 | $11,475 | $97,761-88.3% | $83,850-86.3% | $135,382-91.5% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -17.69% | 1287.44%-1305.1pp | 850.92%-868.6pp | 519.77%-537.5pp |
| Employer contribution / active EE | $1,314 | $4,222-68.9% | $3,631-63.8% | $4,779-72.5% |
| Participant deferral / active EE | $3,321 | $4,682-29.1% | $4,082-18.6% | $5,609-40.8% |
| Admin fee / account holder | $60 | $6,674-99.1% | $5,478-98.9% | $10,829-99.4% |