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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 | $6,364 | $92,766-93.1% | $82,763-92.3% | $134,545-95.3% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -23.96% | 946.97%-970.9pp | 702.45%-726.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $810 | $3,273-75.2% | $3,008-73.1% | $4,742-82.9% |
| Participant deferral / active EE | $1,307 | $4,802-72.8% | $4,395-70.3% | $6,401-79.6% |
| Admin fee / account holder | $6 | $5,978-99.9% | $5,325-99.9% | $11,431-99.9% |