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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 | $14,598 | $138,114-89.4% | $125,391-88.4% | $134,545-89.2% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -83.31% | 750.88%-834.2pp | 572.41%-655.7pp | 418.37%-501.7pp |
| Employer contribution / active EE | $2,929 | $5,246-44.2% | $4,816-39.2% | $4,742-38.2% |
| Participant deferral / active EE | $6,313 | $7,801-19.1% | $7,448-15.2% | $6,401-1.4% |
| Admin fee / account holder | $106 | $11,570-99.1% | $10,009-98.9% | $11,431-99.1% |