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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 | $16,296 | $138,076-88.2% | $123,553-86.8% | $135,380-88.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -76.17% | 153.70%-229.9pp | 119.21%-195.4pp | 519.81%-596.0pp |
| Employer contribution / active EE | $1,188 | $5,152-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $9,470 | $6,800+39.3% | $6,426+47.4% | $5,609+68.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |