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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 | $14,024 | $180,462-92.2% | $154,111-90.9% | $135,379-89.6% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | -13.06% | 888.17%-901.2pp | 735.18%-748.2pp | 519.79%-532.8pp |
| Employer contribution / active EE | $2,421 | $6,036-59.9% | $5,298-54.3% | $4,779-49.3% |
| Participant deferral / active EE | $3,233 | $5,806-44.3% | $5,081-36.4% | $5,609-42.4% |
| Admin fee / account holder | $66 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |