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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 | $11,368 | $84,685-86.6% | $73,836-84.6% | $125,389-90.9% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.4%-31.8pp | 83.2%-41.5pp |
| Annual return | -5.00% | 3123.80%-3128.8pp | 2268.06%-2273.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $182 | $3,123-94.2% | $2,787-93.5% | $4,866-96.3% |
| Participant deferral / active EE | $762 | $3,993-80.9% | $3,583-78.7% | $5,352-85.8% |
| Admin fee / account holder | $189 | $5,694-96.7% | $4,882-96.1% | $9,541-98.0% |