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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 | $9,285 | $97,761-90.5% | $83,850-88.9% | $135,382-93.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -54.92% | 1287.44%-1342.4pp | 850.92%-905.8pp | 519.77%-574.7pp |
| Employer contribution / active EE | $1,420 | $4,222-66.4% | $3,631-60.9% | $4,779-70.3% |
| Participant deferral / active EE | $5,777 | $4,682+23.4% | $4,082+41.5% | $5,609+3.0% |
| Admin fee / account holder | $98 | $6,674-98.5% | $5,478-98.2% | $10,829-99.1% |