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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 | $9,869 | $197,819-95.0% | $155,789-93.7% | $125,389-92.1% |
| Participation rate | 63.6% | 82.1%-18.5pp | 76.1%-12.5pp | 83.2%-19.6pp |
| Annual return | -16.46% | 86.73%-103.2pp | 71.54%-88.0pp | 282.24%-298.7pp |
| Employer contribution / active EE | $1,769 | $4,850-63.5% | $3,839-53.9% | $4,866-63.6% |
| Participant deferral / active EE | $3,443 | $5,631-38.9% | $4,798-28.2% | $5,352-35.7% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |