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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 | $13,898 | $138,078-89.9% | $125,363-88.9% | $134,509-89.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -32.37% | 750.49%-782.9pp | 572.15%-604.5pp | 418.13%-450.5pp |
| Employer contribution / active EE | $2,822 | $5,245-46.2% | $4,815-41.4% | $4,741-40.5% |
| Participant deferral / active EE | $4,539 | $7,800-41.8% | $7,447-39.1% | $6,400-29.1% |
| Admin fee / account holder | $14 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |