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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 | $5,975 | $92,743-93.6% | $82,744-92.8% | $134,532-95.6% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.7pp | 81.2%-19.3pp |
| Annual return | -29.42% | 946.63%-976.0pp | 702.22%-731.6pp | 418.27%-447.7pp |
| Employer contribution / active EE | $1,095 | $3,273-66.5% | $3,008-63.6% | $4,741-76.9% |
| Participant deferral / active EE | $3,545 | $4,802-26.2% | $4,395-19.3% | $6,401-44.6% |
| Admin fee / account holder | $69 | $5,977-98.9% | $5,325-98.7% | $11,429-99.4% |