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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 | $2,739 | $92,743-97.0% | $82,744-96.7% | $134,532-98.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.95% | 946.63%-968.6pp | 702.22%-724.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,368 | $3,273-58.2% | $3,008-54.5% | $4,741-71.2% |
| Participant deferral / active EE | $3,761 | $4,802-21.7% | $4,395-14.4% | $6,401-41.3% |
| Admin fee / account holder | $43 | $5,977-99.3% | $5,325-99.2% | $11,429-99.6% |