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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 | $7,681 | $97,732-92.1% | $83,831-90.8% | $135,380-94.3% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -21.35% | 1287.56%-1308.9pp | 850.99%-872.3pp | 519.81%-541.2pp |
| Employer contribution / active EE | $1,151 | $4,222-72.7% | $3,631-68.3% | $4,779-75.9% |
| Participant deferral / active EE | $1,296 | $4,683-72.3% | $4,082-68.2% | $5,609-76.9% |
| Admin fee / account holder | $103 | $6,675-98.5% | $5,479-98.1% | $10,828-99.1% |