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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 | $10,752 | $138,102-92.2% | $125,381-91.4% | $134,532-92.0% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -26.52% | 750.73%-777.2pp | 572.31%-598.8pp | 418.27%-444.8pp |
| Employer contribution / active EE | $2,121 | $5,245-59.6% | $4,815-55.9% | $4,741-55.3% |
| Participant deferral / active EE | $3,845 | $7,801-50.7% | $7,448-48.4% | $6,401-39.9% |
| Admin fee / account holder | $122 | $11,568-98.9% | $10,007-98.8% | $11,429-98.9% |