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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 | $8,802 | $160,070-94.5% | $147,117-94.0% | $145,897-94.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -513.35% | 98.69%-612.0pp | 420.54%-933.9pp | 552.29%-1065.6pp |
| Employer contribution / active EE | $4,352 | $5,285-17.6% | $4,932-11.8% | $4,663-6.7% |
| Participant deferral / active EE | $15,000 | $8,419+78.2% | $8,065+86.0% | $6,689+124.2% |
| Admin fee / account holder | $25 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |