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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 | $13,598 | $97,761-86.1% | $83,850-83.8% | $135,382-90.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -40.59% | 1287.44%-1328.0pp | 850.92%-891.5pp | 519.77%-560.4pp |
| Employer contribution / active EE | $3,033 | $4,222-28.1% | $3,631-16.5% | $4,779-36.5% |
| Participant deferral / active EE | $5,653 | $4,682+20.7% | $4,082+38.5% | $5,609+0.8% |
| Admin fee / account holder | $10 | $6,674-99.9% | $5,478-99.8% | $10,829-99.9% |