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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 | $9,981 | $138,076-92.8% | $123,553-91.9% | $135,380-92.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -44.75% | 153.70%-198.4pp | 119.21%-164.0pp | 519.81%-564.6pp |
| Employer contribution / active EE | $1,102 | $5,152-78.6% | $4,628-76.2% | $4,779-76.9% |
| Participant deferral / active EE | $3,280 | $6,800-51.8% | $6,426-49.0% | $5,609-41.5% |
| Admin fee / account holder | $48 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |