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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 | $6,901 | $99,647-93.1% | $86,439-92.0% | $134,509-94.9% |
| Participation rate | 58.3% | 82.1%-23.7pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -26.05% | 6784.13%-6810.2pp | 4395.55%-4421.6pp | 418.13%-444.2pp |
| Employer contribution / active EE | $790 | $4,401-82.0% | $3,769-79.0% | $4,741-83.3% |
| Participant deferral / active EE | $2,794 | $7,246-61.4% | $6,952-59.8% | $6,400-56.3% |
| Admin fee / account holder | $47 | $8,373-99.4% | $6,732-99.3% | $11,427-99.6% |