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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 | $13,176 | $82,630-84.1% | $64,105-79.4% | $125,389-89.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -7.44% | 1489.72%-1497.2pp | 791.24%-798.7pp | 282.24%-289.7pp |
| Employer contribution / active EE | $789 | $2,671-70.5% | $1,820-56.6% | $4,866-83.8% |
| Participant deferral / active EE | $1,088 | $3,608-69.8% | $2,822-61.4% | $5,352-79.7% |
| Admin fee / account holder | $69 | $6,382-98.9% | $4,499-98.5% | $9,541-99.3% |