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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 | $15,295 | $138,072-88.9% | $123,549-87.6% | $135,382-88.7% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -63.25% | 153.69%-216.9pp | 119.20%-182.4pp | 519.77%-583.0pp |
| Employer contribution / active EE | $2,291 | $5,152-55.5% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $6,879 | $6,799+1.2% | $6,426+7.1% | $5,609+22.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |