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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 | $12,449 | $138,076-91.0% | $123,553-89.9% | $135,380-90.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -17.63% | 153.70%-171.3pp | 119.21%-136.8pp | 519.81%-537.4pp |
| Employer contribution / active EE | $2,262 | $5,152-56.1% | $4,628-51.1% | $4,779-52.7% |
| Participant deferral / active EE | $7,288 | $6,800+7.2% | $6,426+13.4% | $5,609+29.9% |
| Admin fee / account holder | $194 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |