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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 | $6,631 | $92,743-92.9% | $82,744-92.0% | $134,532-95.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -23.58% | 946.63%-970.2pp | 702.22%-725.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $650 | $3,273-80.1% | $3,008-78.4% | $4,741-86.3% |
| Participant deferral / active EE | $1,040 | $4,802-78.3% | $4,395-76.3% | $6,401-83.8% |
| Admin fee / account holder | $91 | $5,977-98.5% | $5,325-98.3% | $11,429-99.2% |