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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 | $8,864 | $176,402-95.0% | $134,162-93.4% | $158,966-94.4% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | -75.49% | 63.66%-139.1pp | 36.35%-111.8pp | 302.95%-378.4pp |
| Employer contribution / active EE | $928 | $5,042-81.6% | $3,705-75.0% | $4,762-80.5% |
| Participant deferral / active EE | $1,108 | $4,093-72.9% | $3,500-68.3% | $5,983-81.5% |
| Admin fee / account holder | $37 | $8,719-99.6% | $6,685-99.4% | $11,250-99.7% |