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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 | $22,969 | $160,059-85.6% | $140,019-83.6% | $135,380-83.0% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | -9.37% | 911.48%-920.8pp | 651.17%-660.5pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,624 | $6,420-74.7% | $5,605-71.0% | $4,779-66.0% |
| Participant deferral / active EE | $3,698 | $7,641-51.6% | $6,927-46.6% | $5,609-34.1% |
| Admin fee / account holder | $31 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |