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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 | $7,682 | $97,732-92.1% | $83,831-90.8% | $135,380-94.3% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -14.79% | 1287.56%-1302.3pp | 850.99%-865.8pp | 519.81%-534.6pp |
| Employer contribution / active EE | $1,291 | $4,222-69.4% | $3,631-64.4% | $4,779-73.0% |
| Participant deferral / active EE | $1,786 | $4,683-61.9% | $4,082-56.3% | $5,609-68.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |