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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 | $6,063 | $92,743-93.5% | $82,744-92.7% | $134,532-95.5% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -35.72% | 946.63%-982.4pp | 702.22%-737.9pp | 418.27%-454.0pp |
| Employer contribution / active EE | $1,191 | $3,273-63.6% | $3,008-60.4% | $4,741-74.9% |
| Participant deferral / active EE | $2,258 | $4,802-53.0% | $4,395-48.6% | $6,401-64.7% |
| Admin fee / account holder | $228 | $5,977-96.2% | $5,325-95.7% | $11,429-98.0% |