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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 | $5,713 | $152,597-96.3% | $117,533-95.1% | $134,532-95.8% |
| Participation rate | 54.5% | 77.1%-22.6pp | 70.6%-16.1pp | 81.2%-26.7pp |
| Annual return | -68.59% | 53.04%-121.6pp | 29.77%-98.4pp | 418.27%-486.9pp |
| Employer contribution / active EE | $835 | $5,576-85.0% | $4,179-80.0% | $4,741-82.4% |
| Participant deferral / active EE | $1,093 | $4,821-77.3% | $4,072-73.2% | $6,401-82.9% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |