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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 | $7,070 | $95,979-92.6% | $74,551-90.5% | $135,380-94.8% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -16.83% | 56.97%-73.8pp | 32.53%-49.4pp | 519.81%-536.6pp |
| Employer contribution / active EE | $658 | $2,716-75.8% | $1,961-66.4% | $4,779-86.2% |
| Participant deferral / active EE | $1,579 | $3,844-58.9% | $3,108-49.2% | $5,609-71.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |