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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 | $13,037 | $82,630-84.2% | $64,105-79.7% | $125,389-89.6% |
| Participation rate | 28.6% | 75.9%-47.3pp | 68.2%-39.6pp | 83.2%-54.6pp |
| Annual return | -9.89% | 1489.72%-1499.6pp | 791.24%-801.1pp | 282.24%-292.1pp |
| Employer contribution / active EE | $679 | $2,671-74.6% | $1,820-62.7% | $4,866-86.0% |
| Participant deferral / active EE | $1,699 | $3,608-52.9% | $2,822-39.8% | $5,352-68.3% |
| Admin fee / account holder | $147 | $6,382-97.7% | $4,499-96.7% | $9,541-98.5% |