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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 | $11,723 | $138,078-91.5% | $125,363-90.6% | $134,509-91.3% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -22.52% | 750.49%-773.0pp | 572.15%-594.7pp | 418.13%-440.7pp |
| Employer contribution / active EE | $1,469 | $5,245-72.0% | $4,815-69.5% | $4,741-69.0% |
| Participant deferral / active EE | $2,702 | $7,800-65.4% | $7,447-63.7% | $6,400-57.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |