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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 | $10,583 | $180,462-94.1% | $154,111-93.1% | $135,379-92.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -14.10% | 888.17%-902.3pp | 735.18%-749.3pp | 519.79%-533.9pp |
| Employer contribution / active EE | $2,006 | $6,036-66.8% | $5,298-62.1% | $4,779-58.0% |
| Participant deferral / active EE | $4,052 | $5,806-30.2% | $5,081-20.3% | $5,609-27.8% |
| Admin fee / account holder | $175 | $16,145-98.9% | $13,411-98.7% | $10,828-98.4% |