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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 | $6,052 | $138,114-95.6% | $125,391-95.2% | $134,545-95.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -44.72% | 750.88%-795.6pp | 572.41%-617.1pp | 418.37%-463.1pp |
| Employer contribution / active EE | $1,813 | $5,246-65.4% | $4,816-62.4% | $4,742-61.8% |
| Participant deferral / active EE | $3,437 | $7,801-55.9% | $7,448-53.9% | $6,401-46.3% |
| Admin fee / account holder | $87 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |