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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 | $8,119 | $135,645-94.0% | $110,243-92.6% | $135,379-94.0% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -33.84% | 513.24%-547.1pp | 314.76%-348.6pp | 519.79%-553.6pp |
| Employer contribution / active EE | $1,018 | $4,907-79.3% | $3,827-73.4% | $4,779-78.7% |
| Participant deferral / active EE | $2,018 | $5,507-63.4% | $4,672-56.8% | $5,609-64.0% |
| Admin fee / account holder | $1 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |