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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 | $7,717 | $138,114-94.4% | $125,391-93.8% | $134,545-94.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -42.09% | 750.88%-793.0pp | 572.41%-614.5pp | 418.37%-460.5pp |
| Employer contribution / active EE | $4,093 | $5,246-22.0% | $4,816-15.0% | $4,742-13.7% |
| Participant deferral / active EE | $14,096 | $7,801+80.7% | $7,448+89.2% | $6,401+120.2% |
| Admin fee / account holder | $18 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |