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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 | $8,133 | $134,001-93.9% | $112,258-92.8% | $134,509-94.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -61.57% | 47.15%-108.7pp | 27.47%-89.0pp | 418.13%-479.7pp |
| Employer contribution / active EE | $959 | $4,039-76.3% | $3,636-73.6% | $4,741-79.8% |
| Participant deferral / active EE | $3,266 | $5,291-38.3% | $4,728-30.9% | $6,400-49.0% |
| Admin fee / account holder | $200 | $7,491-97.3% | $6,411-96.9% | $11,427-98.3% |