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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 | $6,115 | $126,113-95.2% | $116,096-94.7% | $155,188-96.1% |
| Participation rate | 33.3% | 75.1%-41.8pp | 73.3%-40.0pp | 80.8%-47.5pp |
| Annual return | -98.74% | 391.72%-490.5pp | 326.25%-425.0pp | 148.84%-247.6pp |
| Employer contribution / active EE | $1,182 | $2,672-55.8% | $2,503-52.8% | $4,248-72.2% |
| Participant deferral / active EE | $1,637 | $4,162-60.7% | $3,952-58.6% | $6,531-74.9% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |