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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 | $12,136 | $138,075-91.2% | $123,552-90.2% | $135,379-91.0% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -537.85% | 153.70%-691.5pp | 119.20%-657.1pp | 519.79%-1057.6pp |
| Employer contribution / active EE | $2,294 | $5,152-55.5% | $4,628-50.4% | $4,779-52.0% |
| Participant deferral / active EE | $5,973 | $6,800-12.2% | $6,426-7.1% | $5,609+6.5% |
| Admin fee / account holder | $48 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |