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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 | $8,079 | $138,076-94.1% | $123,553-93.5% | $135,380-94.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -15.75% | 153.70%-169.4pp | 119.21%-135.0pp | 519.81%-535.6pp |
| Employer contribution / active EE | $1,478 | $5,152-71.3% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $3,021 | $6,800-55.6% | $6,426-53.0% | $5,609-46.1% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |