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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 | $7,307 | $90,607-91.9% | $79,467-90.8% | $135,380-94.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -42.14% | 977.74%-1019.9pp | 718.30%-760.4pp | 519.81%-561.9pp |
| Employer contribution / active EE | $1,538 | $3,068-49.9% | $2,800-45.1% | $4,779-67.8% |
| Participant deferral / active EE | $3,659 | $4,050-9.7% | $3,704-1.2% | $5,609-34.8% |
| Admin fee / account holder | $40 | $5,895-99.3% | $5,104-99.2% | $10,828-99.6% |