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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 | $8,079 | $138,078-94.1% | $125,363-93.6% | $134,509-94.0% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -26.76% | 750.49%-777.2pp | 572.15%-598.9pp | 418.13%-444.9pp |
| Employer contribution / active EE | $1,679 | $5,245-68.0% | $4,815-65.1% | $4,741-64.6% |
| Participant deferral / active EE | $2,595 | $7,800-66.7% | $7,447-65.2% | $6,400-59.5% |
| Admin fee / account holder | $194 | $11,566-98.3% | $10,005-98.1% | $11,427-98.3% |