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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 | $6,557 | $90,617-92.8% | $79,476-91.7% | $135,382-95.2% |
| Participation rate | 33.3% | 76.1%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -22.90% | 977.57%-1000.5pp | 718.21%-741.1pp | 519.77%-542.7pp |
| Employer contribution / active EE | $659 | $3,068-78.5% | $2,800-76.5% | $4,779-86.2% |
| Participant deferral / active EE | $823 | $4,050-79.7% | $3,704-77.8% | $5,609-85.3% |
| Admin fee / account holder | $47 | $5,907-99.2% | $5,113-99.1% | $10,829-99.6% |