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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 | $8,081 | $104,106-92.2% | $71,086-88.6% | $135,379-94.0% |
| Participation rate | 12.5% | 65.7%-53.2pp | 54.7%-42.2pp | 82.6%-70.1pp |
| Annual return | -47.95% | 1256.30%-1304.2pp | 650.59%-698.5pp | 519.79%-567.7pp |
| Employer contribution / active EE | $372 | $1,485-74.9% | $1,088-65.8% | $4,779-92.2% |
| Participant deferral / active EE | $518 | $2,527-79.5% | $1,874-72.4% | $5,609-90.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |