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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 | $8,102 | $48,274-83.2% | $63,244-87.2% | $59,633-86.4% |
| Participation rate | 69.0% | 66.3%+2.6pp | 71.0%-2.1pp | 68.7%+0.3pp |
| Annual return | -7.71% | -240.79%+233.1pp | -70.31%+62.6pp | 2041.45%-2049.2pp |
| Employer contribution / active EE | $2,073 | $1,586+30.7% | $2,322-10.7% | $2,203-5.9% |
| Participant deferral / active EE | $2,726 | $2,343+16.4% | $2,953-7.7% | $3,192-14.6% |
| Admin fee / account holder | $29 | $3,600-99.2% | $5,893-99.5% | $4,297-99.3% |