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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 | $12,848 | $138,102-90.7% | $125,381-89.8% | $134,532-90.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -46.44% | 750.73%-797.2pp | 572.31%-618.7pp | 418.27%-464.7pp |
| Employer contribution / active EE | $1,813 | $5,245-65.4% | $4,815-62.3% | $4,741-61.8% |
| Participant deferral / active EE | $6,177 | $7,801-20.8% | $7,448-17.1% | $6,401-3.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |