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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 | $24,390 | $168,636-85.5% | $147,617-83.5% | $125,393-80.5% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -3.95% | 77.65%-81.6pp | 61.98%-65.9pp | 282.23%-286.2pp |
| Employer contribution / active EE | $1,467 | $6,252-76.5% | $5,565-73.6% | $4,866-69.9% |
| Participant deferral / active EE | $3,667 | $5,507-33.4% | $4,895-25.1% | $5,351-31.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |