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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 | $15,740 | $82,630-81.0% | $64,105-75.4% | $125,389-87.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -5.63% | 1489.72%-1495.4pp | 791.24%-796.9pp | 282.24%-287.9pp |
| Employer contribution / active EE | $3,583 | $2,671+34.1% | $1,820+96.9% | $4,866-26.4% |
| Participant deferral / active EE | $4,420 | $3,608+22.5% | $2,822+56.6% | $5,352-17.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |