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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 | $16,080 | $138,075-88.4% | $123,552-87.0% | $135,379-88.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -100.99% | 153.70%-254.7pp | 119.20%-220.2pp | 519.79%-620.8pp |
| Employer contribution / active EE | $1,922 | $5,152-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $8,802 | $6,800+29.5% | $6,426+37.0% | $5,609+56.9% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,285-99.6% | $10,828-99.6% |