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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 | $16,197 | $135,645-88.1% | $110,243-85.3% | $135,379-88.0% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.8%-17.9pp | 82.6%-20.7pp |
| Annual return | -11.08% | 513.24%-524.3pp | 314.76%-325.8pp | 519.79%-530.9pp |
| Employer contribution / active EE | $2,135 | $4,907-56.5% | $3,827-44.2% | $4,779-55.3% |
| Participant deferral / active EE | $4,178 | $5,507-24.1% | $4,672-10.6% | $5,609-25.5% |
| Admin fee / account holder | $217 | $11,458-98.1% | $8,548-97.5% | $10,828-98.0% |