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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 | $13,001 | $135,645-90.4% | $110,243-88.2% | $135,379-90.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -14.78% | 513.24%-528.0pp | 314.76%-329.5pp | 519.79%-534.6pp |
| Employer contribution / active EE | $1,874 | $4,907-61.8% | $3,827-51.0% | $4,779-60.8% |
| Participant deferral / active EE | $4,444 | $5,507-19.3% | $4,672-4.9% | $5,609-20.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |