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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 | $19,896 | $138,072-85.6% | $123,549-83.9% | $135,382-85.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.90% | 153.69%-164.6pp | 119.20%-130.1pp | 519.77%-530.7pp |
| Employer contribution / active EE | $915 | $5,152-82.2% | $4,628-80.2% | $4,779-80.8% |
| Participant deferral / active EE | $3,347 | $6,799-50.8% | $6,426-47.9% | $5,609-40.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |