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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 | $16,467 | $197,819-91.7% | $155,789-89.4% | $125,389-86.9% |
| Participation rate | 36.4% | 82.1%-45.7pp | 76.1%-39.7pp | 83.2%-46.8pp |
| Annual return | -3.97% | 86.73%-90.7pp | 71.54%-75.5pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,468 | $4,850-69.7% | $3,839-61.8% | $4,866-69.8% |
| Participant deferral / active EE | $3,110 | $5,631-44.8% | $4,798-35.2% | $5,352-41.9% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |