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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 | $5,207 | $92,684-94.4% | $82,706-93.7% | $134,509-96.1% |
| Participation rate | 35.3% | 75.2%-39.9pp | 72.6%-37.3pp | 81.2%-45.9pp |
| Annual return | -37.46% | 945.84%-983.3pp | 701.76%-739.2pp | 418.13%-455.6pp |
| Employer contribution / active EE | $860 | $3,272-73.7% | $3,007-71.4% | $4,741-81.9% |
| Participant deferral / active EE | $1,329 | $4,800-72.3% | $4,394-69.7% | $6,400-79.2% |
| Admin fee / account holder | $170 | $5,982-97.2% | $5,329-96.8% | $11,427-98.5% |