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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 | $11,741 | $135,639-91.3% | $110,241-89.3% | $135,382-91.3% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | -19.54% | 513.21%-532.8pp | 314.75%-334.3pp | 519.77%-539.3pp |
| Employer contribution / active EE | $1,209 | $4,907-75.4% | $3,827-68.4% | $4,779-74.7% |
| Participant deferral / active EE | $3,626 | $5,507-34.2% | $4,672-22.4% | $5,609-35.3% |
| Admin fee / account holder | $144 | $11,457-98.7% | $8,548-98.3% | $10,829-98.7% |