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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 | $11,483 | $197,819-94.2% | $155,789-92.6% | $125,389-90.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -10.69% | 86.73%-97.4pp | 71.54%-82.2pp | 282.24%-292.9pp |
| Employer contribution / active EE | $1,211 | $4,850-75.0% | $3,839-68.5% | $4,866-75.1% |
| Participant deferral / active EE | $3,425 | $5,631-39.2% | $4,798-28.6% | $5,352-36.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |