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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 | $12,237 | $190,862-93.6% | $159,991-92.4% | $134,509-90.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -22.95% | 552.59%-575.5pp | 408.82%-431.8pp | 418.13%-441.1pp |
| Employer contribution / active EE | $3,433 | $4,995-31.3% | $4,225-18.7% | $4,741-27.6% |
| Participant deferral / active EE | $5,786 | $6,924-16.4% | $6,183-6.4% | $6,400-9.6% |
| Admin fee / account holder | $53 | $10,495-99.5% | $8,715-99.4% | $11,427-99.5% |