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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 | $2,817 | $180,462-98.4% | $154,111-98.2% | $135,379-97.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -53.90% | 888.17%-942.1pp | 735.18%-789.1pp | 519.79%-573.7pp |
| Employer contribution / active EE | $1,961 | $6,036-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $2,860 | $5,806-50.7% | $5,081-43.7% | $5,609-49.0% |
| Admin fee / account holder | $200 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |