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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 | $7,485 | $97,732-92.3% | $83,831-91.1% | $135,380-94.5% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -19.45% | 1287.56%-1307.0pp | 850.99%-870.4pp | 519.81%-539.3pp |
| Employer contribution / active EE | $1,011 | $4,222-76.1% | $3,631-72.2% | $4,779-78.8% |
| Participant deferral / active EE | $1,531 | $4,683-67.3% | $4,082-62.5% | $5,609-72.7% |
| Admin fee / account holder | $283 | $6,675-95.8% | $5,479-94.8% | $10,828-97.4% |