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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 | $8,106 | $197,819-95.9% | $155,789-94.8% | $125,393-93.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -6.09% | 86.73%-92.8pp | 71.54%-77.6pp | 282.23%-288.3pp |
| Employer contribution / active EE | $1,054 | $4,850-78.3% | $3,839-72.5% | $4,866-78.3% |
| Participant deferral / active EE | $1,157 | $5,631-79.5% | $4,798-75.9% | $5,351-78.4% |
| Admin fee / account holder | $270 | $9,544-97.2% | $7,477-96.4% | $9,541-97.2% |