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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 | $15,648 | $183,539-91.5% | $155,556-89.9% | $145,897-89.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -0.91% | 61.31%-62.2pp | 64.84%-65.7pp | 552.29%-553.2pp |
| Employer contribution / active EE | $1,961 | $5,315-63.1% | $4,675-58.1% | $4,663-57.9% |
| Participant deferral / active EE | $2,455 | $6,467-62.0% | $5,631-56.4% | $6,689-63.3% |
| Admin fee / account holder | $114 | $19,275-99.4% | $15,885-99.3% | $13,390-99.1% |