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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 | $13,120 | $190,916-93.1% | $160,037-91.8% | $134,545-90.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.76% | 552.79%-574.5pp | 408.95%-430.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,580 | $4,996-68.4% | $4,226-62.6% | $4,742-66.7% |
| Participant deferral / active EE | $2,251 | $6,925-67.5% | $6,184-63.6% | $6,401-64.8% |
| Admin fee / account holder | $8 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |