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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 | $14,386 | $97,732-85.3% | $83,831-82.8% | $135,380-89.4% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -202.13% | 1287.56%-1489.7pp | 850.99%-1053.1pp | 519.81%-721.9pp |
| Employer contribution / active EE | $1,482 | $4,222-64.9% | $3,631-59.2% | $4,779-69.0% |
| Participant deferral / active EE | $6,633 | $4,683+41.7% | $4,082+62.5% | $5,609+18.3% |
| Admin fee / account holder | $79 | $6,675-98.8% | $5,479-98.6% | $10,828-99.3% |