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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 | $7,433 | $82,630-91.0% | $64,105-88.4% | $125,389-94.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 68.2%-11.0pp | 83.2%-26.0pp |
| Annual return | -12.75% | 1489.72%-1502.5pp | 791.24%-804.0pp | 282.24%-295.0pp |
| Employer contribution / active EE | $1,371 | $2,671-48.7% | $1,820-24.7% | $4,866-71.8% |
| Participant deferral / active EE | $3,203 | $3,608-11.2% | $2,822+13.5% | $5,352-40.1% |
| Admin fee / account holder | $149 | $6,382-97.7% | $4,499-96.7% | $9,541-98.4% |