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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 | $7,623 | $106,005-92.8% | $92,239-91.7% | $147,585-94.8% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | -48.78% | 50.05%-98.8pp | 176.29%-225.1pp | 578.58%-627.4pp |
| Employer contribution / active EE | $1,155 | $4,333-73.3% | $3,680-68.6% | $4,876-76.3% |
| Participant deferral / active EE | $3,578 | $4,478-20.1% | $3,897-8.2% | $5,439-34.2% |
| Admin fee / account holder | $3 | $6,333-100.0% | $5,194-99.9% | $10,886-100.0% |