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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 | $23,613 | $135,645-82.6% | $110,243-78.6% | $135,380-82.6% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -10.81% | 513.24%-524.0pp | 314.76%-325.6pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,560 | $4,907-47.8% | $3,827-33.1% | $4,779-46.4% |
| Participant deferral / active EE | $4,940 | $5,507-10.3% | $4,672+5.7% | $5,609-11.9% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |