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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 | $5,785 | $99,032-94.2% | $80,022-92.8% | $135,380-95.7% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -58.42% | 15.39%-73.8pp | 11.22%-69.6pp | 519.81%-578.2pp |
| Employer contribution / active EE | $877 | $3,043-71.2% | $2,468-64.5% | $4,779-81.7% |
| Participant deferral / active EE | $2,547 | $4,282-40.5% | $3,686-30.9% | $5,609-54.6% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |