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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 | $5,426 | $103,000-94.7% | $90,300-94.0% | $152,885-96.5% |
| Participation rate | 68.2% | 75.9%-7.7pp | 73.3%-5.1pp | 82.5%-14.3pp |
| Annual return | -71.16% | 95.19%-166.4pp | 78.11%-149.3pp | 345.39%-416.5pp |
| Employer contribution / active EE | $651 | $3,138-79.3% | $2,854-77.2% | $4,763-86.3% |
| Participant deferral / active EE | $1,117 | $4,281-73.9% | $3,884-71.2% | $5,851-80.9% |
| Admin fee / account holder | $7 | $6,173-99.9% | $5,353-99.9% | $11,598-99.9% |