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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 | $27,378 | $180,459-84.8% | $154,108-82.2% | $135,380-79.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.28% | 888.21%-900.5pp | 735.21%-747.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $2,392 | $6,035-60.4% | $5,298-54.8% | $4,779-49.9% |
| Participant deferral / active EE | $2,990 | $5,806-48.5% | $5,081-41.1% | $5,609-46.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |