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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 | $15,294 | $138,075-88.9% | $123,552-87.6% | $135,379-88.7% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -16.23% | 153.70%-169.9pp | 119.20%-135.4pp | 519.79%-536.0pp |
| Employer contribution / active EE | $1,250 | $5,152-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $3,178 | $6,800-53.3% | $6,426-50.5% | $5,609-43.3% |
| Admin fee / account holder | $252 | $10,917-97.7% | $9,285-97.3% | $10,828-97.7% |