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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 | $14,396 | $138,114-89.6% | $125,391-88.5% | $134,545-89.3% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -22.45% | 750.88%-773.3pp | 572.41%-594.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,654 | $5,246-68.5% | $4,816-65.7% | $4,742-65.1% |
| Participant deferral / active EE | $2,715 | $7,801-65.2% | $7,448-63.6% | $6,401-57.6% |
| Admin fee / account holder | $146 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |