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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 | $5,933 | $138,078-95.7% | $125,363-95.3% | $134,509-95.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -27.39% | 750.49%-777.9pp | 572.15%-599.5pp | 418.13%-445.5pp |
| Employer contribution / active EE | $1,023 | $5,245-80.5% | $4,815-78.8% | $4,741-78.4% |
| Participant deferral / active EE | $5,044 | $7,800-35.3% | $7,447-32.3% | $6,400-21.2% |
| Admin fee / account holder | $83 | $11,566-99.3% | $10,005-99.2% | $11,427-99.3% |