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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 | $2,718 | $84,685-96.8% | $73,836-96.3% | $125,389-97.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -31.53% | 3123.80%-3155.3pp | 2268.06%-2299.6pp | 282.24%-313.8pp |
| Employer contribution / active EE | $695 | $3,123-77.7% | $2,787-75.1% | $4,866-85.7% |
| Participant deferral / active EE | $1,045 | $3,993-73.8% | $3,583-70.8% | $5,352-80.5% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |