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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 | $6,132 | $104,106-94.1% | $71,086-91.4% | $135,382-95.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -35.94% | 1256.30%-1292.2pp | 650.59%-686.5pp | 519.77%-555.7pp |
| Employer contribution / active EE | $1,202 | $1,485-19.1% | $1,088+10.5% | $4,779-74.8% |
| Participant deferral / active EE | $1,805 | $2,527-28.6% | $1,874-3.7% | $5,609-67.8% |
| Admin fee / account holder | $51 | $4,142-98.8% | $3,082-98.3% | $10,829-99.5% |