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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 | $11,482 | $138,076-91.7% | $123,553-90.7% | $135,380-91.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -31.95% | 153.70%-185.7pp | 119.21%-151.2pp | 519.81%-551.8pp |
| Employer contribution / active EE | $3,150 | $5,152-38.9% | $4,628-31.9% | $4,779-34.1% |
| Participant deferral / active EE | $3,150 | $6,800-53.7% | $6,426-51.0% | $5,609-43.8% |
| Admin fee / account holder | $60 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |