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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 | $13,163 | $138,076-90.5% | $123,553-89.3% | $135,380-90.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -60.51% | 153.70%-214.2pp | 119.21%-179.7pp | 519.81%-580.3pp |
| Employer contribution / active EE | $1,255 | $5,152-75.6% | $4,628-72.9% | $4,779-73.7% |
| Participant deferral / active EE | $5,199 | $6,800-23.5% | $6,426-19.1% | $5,609-7.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |