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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 | $7,228 | $104,106-93.1% | $71,086-89.8% | $135,379-94.7% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -14.02% | 1256.30%-1270.3pp | 650.59%-664.6pp | 519.79%-533.8pp |
| Employer contribution / active EE | $1,313 | $1,485-11.6% | $1,088+20.7% | $4,779-72.5% |
| Participant deferral / active EE | $1,850 | $2,527-26.8% | $1,874-1.3% | $5,609-67.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |