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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 | $9,279 | $180,462-94.9% | $154,111-94.0% | $135,379-93.1% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -36.75% | 888.17%-924.9pp | 735.18%-771.9pp | 519.79%-556.5pp |
| Employer contribution / active EE | $2,163 | $6,036-64.2% | $5,298-59.2% | $4,779-54.7% |
| Participant deferral / active EE | $3,115 | $5,806-46.4% | $5,081-38.7% | $5,609-44.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |