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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 | $5,425 | $93,117-94.2% | $77,096-93.0% | $134,532-96.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -23.91% | 62.67%-86.6pp | 42.35%-66.3pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,208 | $3,420-64.7% | $2,814-57.1% | $4,741-74.5% |
| Participant deferral / active EE | $2,260 | $5,241-56.9% | $4,429-49.0% | $6,401-64.7% |
| Admin fee / account holder | $18 | $6,948-99.7% | $5,428-99.7% | $11,429-99.8% |