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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 | $10,104 | $160,059-93.7% | $140,019-92.8% | $135,380-92.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -24.96% | 911.48%-936.4pp | 651.17%-676.1pp | 519.81%-544.8pp |
| Employer contribution / active EE | $2,145 | $6,420-66.6% | $5,605-61.7% | $4,779-55.1% |
| Participant deferral / active EE | $3,739 | $7,641-51.1% | $6,927-46.0% | $5,609-33.3% |
| Admin fee / account holder | $2 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |