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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 | $12,596 | $97,729-87.1% | $83,830-85.0% | $135,379-90.7% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -12.74% | 1287.52%-1300.3pp | 850.97%-863.7pp | 519.79%-532.5pp |
| Employer contribution / active EE | $859 | $4,222-79.7% | $3,631-76.4% | $4,779-82.0% |
| Participant deferral / active EE | $1,985 | $4,683-57.6% | $4,082-51.4% | $5,609-64.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |