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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 | $21,485 | $180,459-88.1% | $154,108-86.1% | $135,380-84.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -40.97% | 888.21%-929.2pp | 735.21%-776.2pp | 519.81%-560.8pp |
| Employer contribution / active EE | $7,098 | $6,035+17.6% | $5,298+34.0% | $4,779+48.5% |
| Participant deferral / active EE | $6,984 | $5,806+20.3% | $5,081+37.5% | $5,609+24.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |