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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 | $13,371 | $160,059-91.6% | $140,019-90.5% | $135,379-90.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -22.38% | 911.44%-933.8pp | 651.15%-673.5pp | 519.79%-542.2pp |
| Employer contribution / active EE | $2,910 | $6,420-54.7% | $5,605-48.1% | $4,779-39.1% |
| Participant deferral / active EE | $2,910 | $7,641-61.9% | $6,927-58.0% | $5,609-48.1% |
| Admin fee / account holder | $61 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |