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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 | $6,577 | $190,916-96.6% | $160,037-95.9% | $134,545-95.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -30.02% | 552.79%-582.8pp | 408.95%-439.0pp | 418.37%-448.4pp |
| Employer contribution / active EE | $1,012 | $4,996-79.8% | $4,226-76.1% | $4,742-78.7% |
| Participant deferral / active EE | $2,101 | $6,925-69.7% | $6,184-66.0% | $6,401-67.2% |
| Admin fee / account holder | $33 | $10,497-99.7% | $8,716-99.6% | $11,431-99.7% |