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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 | $16,019 | $138,076-88.4% | $123,553-87.0% | $135,380-88.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -13.20% | 153.70%-166.9pp | 119.21%-132.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $1,030 | $5,152-80.0% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $4,635 | $6,800-31.8% | $6,426-27.9% | $5,609-17.4% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,284-99.5% | $10,828-99.5% |