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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 | $19,985 | $180,459-88.9% | $154,108-87.0% | $135,380-85.2% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -11.70% | 888.21%-899.9pp | 735.21%-746.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $1,594 | $6,035-73.6% | $5,298-69.9% | $4,779-66.7% |
| Participant deferral / active EE | $3,562 | $5,806-38.7% | $5,081-29.9% | $5,609-36.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |