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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 | $11,985 | $190,879-93.7% | $160,009-92.5% | $134,532-91.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -20.44% | 552.63%-573.1pp | 408.85%-429.3pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,033 | $4,995-79.3% | $4,225-75.6% | $4,741-78.2% |
| Participant deferral / active EE | $2,946 | $6,924-57.5% | $6,183-52.4% | $6,401-54.0% |
| Admin fee / account holder | $15 | $10,495-99.9% | $8,715-99.8% | $11,429-99.9% |