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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 | $4,313 | $106,008-95.9% | $92,240-95.3% | $147,586-97.1% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | -10.11% | 50.05%-60.2pp | 176.29%-186.4pp | 578.59%-588.7pp |
| Employer contribution / active EE | $789 | $4,333-81.8% | $3,680-78.6% | $4,876-83.8% |
| Participant deferral / active EE | $1,283 | $4,478-71.3% | $3,897-67.1% | $5,439-76.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |