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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 | $28,309 | $160,059-82.3% | $140,019-79.8% | $135,380-79.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -10.72% | 911.48%-922.2pp | 651.17%-661.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $2,777 | $6,420-56.7% | $5,605-50.5% | $4,779-41.9% |
| Participant deferral / active EE | $7,507 | $7,641-1.8% | $6,927+8.4% | $5,609+33.8% |
| Admin fee / account holder | $250 | $13,328-98.1% | $10,705-97.7% | $10,828-97.7% |