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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 | $12,779 | $138,078-90.7% | $125,363-89.8% | $134,509-90.5% |
| Participation rate | 45.0% | 84.5%-39.5pp | 82.4%-37.4pp | 81.2%-36.2pp |
| Annual return | -25.54% | 750.49%-776.0pp | 572.15%-597.7pp | 418.13%-443.7pp |
| Employer contribution / active EE | $1,478 | $5,245-71.8% | $4,815-69.3% | $4,741-68.8% |
| Participant deferral / active EE | $4,317 | $7,800-44.7% | $7,447-42.0% | $6,400-32.6% |
| Admin fee / account holder | $61 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |