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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 | $2,911 | $106,549-97.3% | $91,225-96.8% | $134,509-97.8% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -55.14% | 160.73%-215.9pp | 114.10%-169.2pp | 418.13%-473.3pp |
| Employer contribution / active EE | $651 | $3,331-80.5% | $2,851-77.2% | $4,741-86.3% |
| Participant deferral / active EE | $1,729 | $4,719-63.4% | $4,234-59.2% | $6,400-73.0% |
| Admin fee / account holder | $197 | $6,234-96.8% | $5,422-96.4% | $11,427-98.3% |