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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 | $160,040-94.5% | $147,096-94.0% | $145,877-94.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -513.35% | 98.49%-611.8pp | 419.75%-933.1pp | 551.28%-1064.6pp |
| Employer contribution / active EE | $4,352 | $5,289-17.7% | $4,936-11.8% | $4,663-6.7% |
| Participant deferral / active EE | $15,000 | $8,429+78.0% | $8,071+85.8% | $6,691+124.2% |
| Admin fee / account holder | $25 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |