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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 | $12,031 | $138,072-91.3% | $123,549-90.3% | $135,382-91.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -23.46% | 153.69%-177.2pp | 119.20%-142.7pp | 519.77%-543.2pp |
| Employer contribution / active EE | $2,624 | $5,152-49.1% | $4,628-43.3% | $4,779-45.1% |
| Participant deferral / active EE | $3,390 | $6,799-50.1% | $6,426-47.2% | $5,609-39.6% |
| Admin fee / account holder | $148 | $10,917-98.6% | $9,284-98.4% | $10,829-98.6% |