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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 | $8,417 | $138,114-93.9% | $125,391-93.3% | $134,545-93.7% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -26.06% | 750.88%-776.9pp | 572.41%-598.5pp | 418.37%-444.4pp |
| Employer contribution / active EE | $2,082 | $5,246-60.3% | $4,816-56.8% | $4,742-56.1% |
| Participant deferral / active EE | $2,608 | $7,801-66.6% | $7,448-65.0% | $6,401-59.3% |
| Admin fee / account holder | $11 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |