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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 | $19,670 | $138,075-85.8% | $123,552-84.1% | $135,379-85.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.77% | 153.70%-165.5pp | 119.20%-131.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $1,296 | $5,152-74.8% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $2,817 | $6,800-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |