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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 | $6,557 | $97,732-93.3% | $83,831-92.2% | $135,380-95.2% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -12.21% | 1287.56%-1299.8pp | 850.99%-863.2pp | 519.81%-532.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,193 | $4,683-74.5% | $4,082-70.8% | $5,609-78.7% |
| Admin fee / account holder | $74 | $6,675-98.9% | $5,479-98.7% | $10,828-99.3% |