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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 | $6,189 | $138,114-95.5% | $125,391-95.1% | $134,545-95.4% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -44.18% | 750.88%-795.1pp | 572.41%-616.6pp | 418.37%-462.5pp |
| Employer contribution / active EE | $1,147 | $5,246-78.1% | $4,816-76.2% | $4,742-75.8% |
| Participant deferral / active EE | $2,562 | $7,801-67.2% | $7,448-65.6% | $6,401-60.0% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |