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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 | $15,331 | $82,630-81.4% | $64,105-76.1% | $125,389-87.8% |
| Participation rate | 16.7% | 75.9%-59.2pp | 68.2%-51.5pp | 83.2%-66.5pp |
| Annual return | -7.01% | 1489.72%-1496.7pp | 791.24%-798.3pp | 282.24%-289.3pp |
| Employer contribution / active EE | $290 | $2,671-89.1% | $1,820-84.1% | $4,866-94.0% |
| Participant deferral / active EE | $1,523 | $3,608-57.8% | $2,822-46.0% | $5,352-71.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |