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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 | $8,203 | $104,116-92.1% | $71,089-88.5% | $135,380-93.9% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.6%-14.6pp | 82.6%-42.6pp |
| Annual return | -17.51% | 1256.51%-1274.0pp | 650.65%-668.2pp | 519.81%-537.3pp |
| Employer contribution / active EE | $690 | $1,485-53.5% | $1,088-36.5% | $4,779-85.6% |
| Participant deferral / active EE | $1,526 | $2,524-39.5% | $1,873-18.5% | $5,609-72.8% |
| Admin fee / account holder | $112 | $4,142-97.3% | $3,082-96.4% | $10,828-99.0% |