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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 | $14,498 | $138,076-89.5% | $123,553-88.3% | $135,380-89.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -14.65% | 153.70%-168.3pp | 119.21%-133.9pp | 519.81%-534.5pp |
| Employer contribution / active EE | $1,310 | $5,152-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $3,215 | $6,800-52.7% | $6,426-50.0% | $5,609-42.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |