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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 | $22,865 | $180,462-87.3% | $154,111-85.2% | $135,379-83.1% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -10.55% | 888.17%-898.7pp | 735.18%-745.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $3,724 | $6,036-38.3% | $5,298-29.7% | $4,779-22.1% |
| Participant deferral / active EE | $8,793 | $5,806+51.4% | $5,081+73.1% | $5,609+56.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |