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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 | $10,778 | $135,645-92.1% | $110,243-90.2% | $135,379-92.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -10.37% | 513.24%-523.6pp | 314.76%-325.1pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,007 | $4,907-79.5% | $3,827-73.7% | $4,779-78.9% |
| Participant deferral / active EE | $1,740 | $5,507-68.4% | $4,672-62.8% | $5,609-69.0% |
| Admin fee / account holder | $76 | $11,458-99.3% | $8,548-99.1% | $10,828-99.3% |