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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 | $17,136 | $135,639-87.4% | $110,241-84.5% | $135,382-87.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -10.67% | 513.21%-523.9pp | 314.75%-325.4pp | 519.77%-530.4pp |
| Employer contribution / active EE | $1,411 | $4,907-71.2% | $3,827-63.1% | $4,779-70.5% |
| Participant deferral / active EE | $2,708 | $5,507-50.8% | $4,672-42.0% | $5,609-51.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |