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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 | $25,604 | $180,459-85.8% | $154,108-83.4% | $135,380-81.1% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | -10.92% | 888.21%-899.1pp | 735.21%-746.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,289 | $6,035-78.6% | $5,298-75.7% | $4,779-73.0% |
| Participant deferral / active EE | $3,550 | $5,806-38.9% | $5,081-30.1% | $5,609-36.7% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |