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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 | $7,961 | $134,001-94.1% | $112,258-92.9% | $134,509-94.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -88.52% | 47.15%-135.7pp | 27.47%-116.0pp | 418.13%-506.7pp |
| Employer contribution / active EE | $2,049 | $4,039-49.3% | $3,636-43.6% | $4,741-56.8% |
| Participant deferral / active EE | $2,882 | $5,291-45.5% | $4,728-39.1% | $6,400-55.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |