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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 | $3,350 | $152,597-97.8% | $117,533-97.1% | $134,532-97.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -25.09% | 53.04%-78.1pp | 29.77%-54.9pp | 418.27%-443.4pp |
| Employer contribution / active EE | $678 | $5,576-87.8% | $4,179-83.8% | $4,741-85.7% |
| Participant deferral / active EE | $1,210 | $4,821-74.9% | $4,072-70.3% | $6,401-81.1% |
| Admin fee / account holder | $7 | $7,007-99.9% | $5,647-99.9% | $11,429-99.9% |