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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 | $7,115 | $92,743-92.3% | $82,744-91.4% | $134,532-94.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.48% | 946.63%-968.1pp | 702.22%-723.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,428 | $3,273-56.4% | $3,008-52.5% | $4,741-69.9% |
| Participant deferral / active EE | $1,919 | $4,802-60.0% | $4,395-56.3% | $6,401-70.0% |
| Admin fee / account holder | $33 | $5,977-99.5% | $5,325-99.4% | $11,429-99.7% |