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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 | $8,467 | $160,059-94.7% | $140,019-94.0% | $135,379-93.7% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | -20.87% | 911.44%-932.3pp | 651.15%-672.0pp | 519.79%-540.7pp |
| Employer contribution / active EE | $2,363 | $6,420-63.2% | $5,605-57.8% | $4,779-50.5% |
| Participant deferral / active EE | $2,821 | $7,641-63.1% | $6,927-59.3% | $5,609-49.7% |
| Admin fee / account holder | $179 | $13,328-98.7% | $10,705-98.3% | $10,828-98.4% |