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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 | $13,279 | $138,076-90.4% | $123,553-89.3% | $135,380-90.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -27.39% | 153.70%-181.1pp | 119.21%-146.6pp | 519.81%-547.2pp |
| Employer contribution / active EE | $2,386 | $5,152-53.7% | $4,628-48.5% | $4,779-50.1% |
| Participant deferral / active EE | $4,453 | $6,800-34.5% | $6,426-30.7% | $5,609-20.6% |
| Admin fee / account holder | $233 | $10,917-97.9% | $9,284-97.5% | $10,828-97.8% |