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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 | $13,433 | $138,102-90.3% | $125,381-89.3% | $134,532-90.0% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -45.64% | 750.73%-796.4pp | 572.31%-617.9pp | 418.27%-463.9pp |
| Employer contribution / active EE | $1,047 | $5,245-80.0% | $4,815-78.3% | $4,741-77.9% |
| Participant deferral / active EE | $4,761 | $7,801-39.0% | $7,448-36.1% | $6,401-25.6% |
| Admin fee / account holder | $291 | $11,568-97.5% | $10,007-97.1% | $11,429-97.5% |