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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 | $8,798 | $90,606-90.3% | $79,466-88.9% | $135,379-93.5% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -41.03% | 977.69%-1018.7pp | 718.28%-759.3pp | 519.79%-560.8pp |
| Employer contribution / active EE | $442 | $3,068-85.6% | $2,800-84.2% | $4,779-90.8% |
| Participant deferral / active EE | $1,435 | $4,050-64.6% | $3,704-61.3% | $5,609-74.4% |
| Admin fee / account holder | $26 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |