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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 | $6,195 | $90,607-93.2% | $79,467-92.2% | $135,380-95.4% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -40.62% | 977.74%-1018.4pp | 718.30%-758.9pp | 519.81%-560.4pp |
| Employer contribution / active EE | $1,443 | $3,068-53.0% | $2,800-48.5% | $4,779-69.8% |
| Participant deferral / active EE | $1,588 | $4,050-60.8% | $3,704-57.1% | $5,609-71.7% |
| Admin fee / account holder | $25 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |