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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 | $23,989 | $135,645-82.3% | $110,243-78.2% | $135,379-82.3% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -29.70% | 513.24%-542.9pp | 314.76%-344.5pp | 519.79%-549.5pp |
| Employer contribution / active EE | $2,300 | $4,907-53.1% | $3,827-39.9% | $4,779-51.9% |
| Participant deferral / active EE | $6,167 | $5,507+12.0% | $4,672+32.0% | $5,609+9.9% |
| Admin fee / account holder | $76 | $11,458-99.3% | $8,548-99.1% | $10,828-99.3% |