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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 | $7,789 | $138,078-94.4% | $125,363-93.8% | $134,509-94.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -28.64% | 750.49%-779.1pp | 572.15%-600.8pp | 418.13%-446.8pp |
| Employer contribution / active EE | $1,598 | $5,245-69.5% | $4,815-66.8% | $4,741-66.3% |
| Participant deferral / active EE | $2,646 | $7,800-66.1% | $7,447-64.5% | $6,400-58.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |