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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 | $10,868 | $97,732-88.9% | $83,831-87.0% | $135,380-92.0% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -39.93% | 1287.56%-1327.5pp | 850.99%-890.9pp | 519.81%-559.7pp |
| Employer contribution / active EE | $1,558 | $4,222-63.1% | $3,631-57.1% | $4,779-67.4% |
| Participant deferral / active EE | $5,191 | $4,683+10.8% | $4,082+27.2% | $5,609-7.5% |
| Admin fee / account holder | $20 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |