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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 | $3,716 | $152,591-97.6% | $117,529-96.8% | $134,545-97.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -23.17% | 53.04%-76.2pp | 29.77%-52.9pp | 418.37%-441.5pp |
| Employer contribution / active EE | $717 | $5,576-87.1% | $4,179-82.8% | $4,742-84.9% |
| Participant deferral / active EE | $717 | $4,821-85.1% | $4,072-82.4% | $6,401-88.8% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,431-100.0% |