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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 | $13,593 | $138,114-90.2% | $125,391-89.2% | $134,545-89.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -33.17% | 750.88%-784.1pp | 572.41%-605.6pp | 418.37%-451.5pp |
| Employer contribution / active EE | $1,896 | $5,246-63.9% | $4,816-60.6% | $4,742-60.0% |
| Participant deferral / active EE | $5,550 | $7,801-28.9% | $7,448-25.5% | $6,401-13.3% |
| Admin fee / account holder | $47 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |