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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 | $14,930 | $138,075-89.2% | $123,552-87.9% | $135,379-89.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -9.39% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $2,103 | $5,152-59.2% | $4,628-54.6% | $4,779-56.0% |
| Participant deferral / active EE | $2,956 | $6,800-56.5% | $6,426-54.0% | $5,609-47.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |