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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 | $22,096 | $180,459-87.8% | $154,108-85.7% | $135,380-83.7% |
| Participation rate | 57.9% | 87.4%-29.5pp | 83.0%-25.1pp | 82.6%-24.7pp |
| Annual return | -23.95% | 888.21%-912.2pp | 735.21%-759.2pp | 519.81%-543.8pp |
| Employer contribution / active EE | $1,817 | $6,035-69.9% | $5,298-65.7% | $4,779-62.0% |
| Participant deferral / active EE | $3,062 | $5,806-47.3% | $5,081-39.7% | $5,609-45.4% |
| Admin fee / account holder | $270 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |