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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 | $7,934 | $84,685-90.6% | $73,836-89.3% | $125,389-93.7% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -21.26% | 3123.80%-3145.1pp | 2268.06%-2289.3pp | 282.24%-303.5pp |
| Employer contribution / active EE | $551 | $3,123-82.4% | $2,787-80.2% | $4,866-88.7% |
| Participant deferral / active EE | $1,877 | $3,993-53.0% | $3,583-47.6% | $5,352-64.9% |
| Admin fee / account holder | $44 | $5,694-99.2% | $4,882-99.1% | $9,541-99.5% |