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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 | $23,576 | $135,645-82.6% | $110,243-78.6% | $135,380-82.6% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -9.76% | 513.24%-523.0pp | 314.76%-324.5pp | 519.81%-529.6pp |
| Employer contribution / active EE | $2,359 | $4,907-51.9% | $3,827-38.4% | $4,779-50.6% |
| Participant deferral / active EE | $5,511 | $5,507+0.1% | $4,672+17.9% | $5,609-1.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |