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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 | $17,995 | $138,072-87.0% | $123,549-85.4% | $135,382-86.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.39% | 153.69%-164.1pp | 119.20%-129.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $1,874 | $5,152-63.6% | $4,628-59.5% | $4,779-60.8% |
| Participant deferral / active EE | $2,498 | $6,799-63.3% | $6,426-61.1% | $5,609-55.5% |
| Admin fee / account holder | $139 | $10,917-98.7% | $9,284-98.5% | $10,829-98.7% |