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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 | $3,643 | $84,685-95.7% | $73,836-95.1% | $125,389-97.1% |
| Participation rate | 68.8% | 76.8%-8.0pp | 73.4%-4.7pp | 83.2%-14.4pp |
| Annual return | -9.60% | 3123.80%-3133.4pp | 2268.06%-2277.7pp | 282.24%-291.8pp |
| Employer contribution / active EE | $709 | $3,123-77.3% | $2,787-74.6% | $4,866-85.4% |
| Participant deferral / active EE | $1,532 | $3,993-61.6% | $3,583-57.3% | $5,352-71.4% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |