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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 | $6,423 | $92,684-93.1% | $82,706-92.2% | $134,509-95.2% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -25.55% | 945.84%-971.4pp | 701.76%-727.3pp | 418.13%-443.7pp |
| Employer contribution / active EE | $608 | $3,272-81.4% | $3,007-79.8% | $4,741-87.2% |
| Participant deferral / active EE | $1,393 | $4,800-71.0% | $4,394-68.3% | $6,400-78.2% |
| Admin fee / account holder | $32 | $5,982-99.5% | $5,329-99.4% | $11,427-99.7% |