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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 | $10,500 | $135,645-92.3% | $110,243-90.5% | $135,380-92.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -16.94% | 513.24%-530.2pp | 314.76%-331.7pp | 519.81%-536.7pp |
| Employer contribution / active EE | $1,418 | $4,907-71.1% | $3,827-62.9% | $4,779-70.3% |
| Participant deferral / active EE | $3,198 | $5,507-41.9% | $4,672-31.6% | $5,609-43.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |