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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 | $11,131 | $138,102-91.9% | $125,381-91.1% | $134,532-91.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -58.80% | 750.73%-809.5pp | 572.31%-631.1pp | 418.27%-477.1pp |
| Employer contribution / active EE | $1,329 | $5,245-74.7% | $4,815-72.4% | $4,741-72.0% |
| Participant deferral / active EE | $3,215 | $7,801-58.8% | $7,448-56.8% | $6,401-49.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |