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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 | $19,242 | $198,461-90.3% | $170,436-88.7% | $147,585-87.0% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | -46.50% | 257.30%-303.8pp | 205.94%-252.4pp | 578.57%-625.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,844 | $5,629-31.7% | $4,939-22.2% | $5,439-29.3% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |