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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 | $7,041 | $95,975-92.7% | $74,552-90.6% | $135,382-94.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -22.14% | 56.96%-79.1pp | 32.53%-54.7pp | 519.77%-541.9pp |
| Employer contribution / active EE | $932 | $2,716-65.7% | $1,961-52.5% | $4,779-80.5% |
| Participant deferral / active EE | $1,398 | $3,844-63.6% | $3,108-55.0% | $5,609-75.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |