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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 | $14,987 | $135,645-89.0% | $110,243-86.4% | $135,379-88.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -12.99% | 513.24%-526.2pp | 314.76%-327.7pp | 519.79%-532.8pp |
| Employer contribution / active EE | $1,540 | $4,907-68.6% | $3,827-59.7% | $4,779-67.8% |
| Participant deferral / active EE | $2,926 | $5,507-46.9% | $4,672-37.4% | $5,609-47.8% |
| Admin fee / account holder | $55 | $11,458-99.5% | $8,548-99.4% | $10,828-99.5% |