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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 | $9,134 | $90,607-89.9% | $79,467-88.5% | $135,380-93.3% |
| Participation rate | 55.6% | 76.0%-20.5pp | 73.3%-17.8pp | 82.6%-27.1pp |
| Annual return | -16.28% | 977.74%-994.0pp | 718.30%-734.6pp | 519.81%-536.1pp |
| Employer contribution / active EE | $1,019 | $3,068-66.8% | $2,800-63.6% | $4,779-78.7% |
| Participant deferral / active EE | $2,279 | $4,050-43.7% | $3,704-38.5% | $5,609-59.4% |
| Admin fee / account holder | $27 | $5,895-99.5% | $5,104-99.5% | $10,828-99.7% |