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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 | $14,167 | $82,630-82.9% | $64,105-77.9% | $125,389-88.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 68.2%-12.6pp | 83.2%-27.6pp |
| Annual return | -12.81% | 1489.72%-1502.5pp | 791.24%-804.0pp | 282.24%-295.0pp |
| Employer contribution / active EE | $990 | $2,671-62.9% | $1,820-45.6% | $4,866-79.6% |
| Participant deferral / active EE | $2,910 | $3,608-19.4% | $2,822+3.1% | $5,352-45.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |