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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 | $7,234 | $148,623-95.1% | $135,974-94.7% | $139,466-94.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | -613.86% | 79.30%-693.2pp | 68.30%-682.2pp | 373.66%-987.5pp |
| Employer contribution / active EE | $2,905 | $5,246-44.6% | $4,859-40.2% | $4,754-38.9% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |