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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 | $3,727 | $152,597-97.6% | $117,533-96.8% | $134,532-97.2% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -70.84% | 53.04%-123.9pp | 29.77%-100.6pp | 418.27%-489.1pp |
| Employer contribution / active EE | $624 | $5,576-88.8% | $4,179-85.1% | $4,741-86.8% |
| Participant deferral / active EE | $1,360 | $4,821-71.8% | $4,072-66.6% | $6,401-78.7% |
| Admin fee / account holder | $236 | $7,007-96.6% | $5,647-95.8% | $11,429-97.9% |