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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 | $6,146 | $138,102-95.6% | $125,381-95.1% | $134,532-95.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -44.45% | 750.73%-795.2pp | 572.31%-616.8pp | 418.27%-462.7pp |
| Employer contribution / active EE | $1,144 | $5,245-78.2% | $4,815-76.2% | $4,741-75.9% |
| Participant deferral / active EE | $2,545 | $7,801-67.4% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $6 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |