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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 | $7,647 | $109,863-93.0% | $98,477-92.2% | $167,518-95.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | -90.11% | 1958.09%-2048.2pp | 1493.59%-1583.7pp | 478.71%-568.8pp |
| Employer contribution / active EE | $618 | $3,225-80.8% | $2,961-79.1% | $4,838-87.2% |
| Participant deferral / active EE | $1,041 | $4,673-77.7% | $4,276-75.6% | $6,342-83.6% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |