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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 | $7,755 | $138,075-94.4% | $123,552-93.7% | $135,379-94.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -25.99% | 153.70%-179.7pp | 119.20%-145.2pp | 519.79%-545.8pp |
| Employer contribution / active EE | $1,336 | $5,152-74.1% | $4,628-71.1% | $4,779-72.1% |
| Participant deferral / active EE | $3,572 | $6,800-47.5% | $6,426-44.4% | $5,609-36.3% |
| Admin fee / account holder | $82 | $10,917-99.3% | $9,285-99.1% | $10,828-99.2% |