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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 | $10,784 | $138,102-92.2% | $125,381-91.4% | $134,532-92.0% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -32.68% | 750.73%-783.4pp | 572.31%-605.0pp | 418.27%-450.9pp |
| Employer contribution / active EE | $1,359 | $5,245-74.1% | $4,815-71.8% | $4,741-71.3% |
| Participant deferral / active EE | $3,893 | $7,801-50.1% | $7,448-47.7% | $6,401-39.2% |
| Admin fee / account holder | $60 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |