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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 | $17,573 | $168,636-89.6% | $147,618-88.1% | $125,388-86.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -8.41% | 77.65%-86.1pp | 61.98%-70.4pp | 282.24%-290.6pp |
| Employer contribution / active EE | $2,207 | $6,252-64.7% | $5,565-60.3% | $4,866-54.6% |
| Participant deferral / active EE | $3,411 | $5,507-38.1% | $4,895-30.3% | $5,352-36.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |