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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 | $8,159 | $138,114-94.1% | $125,391-93.5% | $134,545-93.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -25.46% | 750.88%-776.3pp | 572.41%-597.9pp | 418.37%-443.8pp |
| Employer contribution / active EE | $1,132 | $5,246-78.4% | $4,816-76.5% | $4,742-76.1% |
| Participant deferral / active EE | $5,099 | $7,801-34.6% | $7,448-31.5% | $6,401-20.3% |
| Admin fee / account holder | $50 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |