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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 | $12,803 | $97,732-86.9% | $83,831-84.7% | $135,380-90.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -20.57% | 1287.56%-1308.1pp | 850.99%-871.6pp | 519.81%-540.4pp |
| Employer contribution / active EE | $1,477 | $4,222-65.0% | $3,631-59.3% | $4,779-69.1% |
| Participant deferral / active EE | $3,306 | $4,683-29.4% | $4,082-19.0% | $5,609-41.1% |
| Admin fee / account holder | $298 | $6,675-95.5% | $5,479-94.6% | $10,828-97.2% |