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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 | $11,335 | $167,353-93.2% | $143,797-92.1% | $134,545-91.6% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -92.27% | 0.48%-92.7pp | -0.04%-92.2pp | 418.37%-510.6pp |
| Employer contribution / active EE | $1,929 | $5,620-65.7% | $4,952-61.1% | $4,742-59.3% |
| Participant deferral / active EE | $3,123 | $6,447-51.6% | $5,638-44.6% | $6,401-51.2% |
| Admin fee / account holder | $45 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |