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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 | $23,562 | $160,059-85.3% | $140,019-83.2% | $135,380-82.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.87% | 911.48%-921.3pp | 651.17%-661.0pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,412 | $6,420-62.4% | $5,605-57.0% | $4,779-49.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $224 | $13,328-98.3% | $10,705-97.9% | $10,828-97.9% |