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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 | $27,086 | $168,635-83.9% | $147,617-81.7% | $125,389-78.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -6.73% | 77.65%-84.4pp | 61.98%-68.7pp | 282.24%-289.0pp |
| Employer contribution / active EE | $1,745 | $6,252-72.1% | $5,564-68.6% | $4,866-64.1% |
| Participant deferral / active EE | $8,657 | $5,507+57.2% | $4,895+76.8% | $5,352+61.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |