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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 | $190,843-93.1% | $159,981-91.8% | $134,493-90.2% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.76% | 552.37%-574.1pp | 408.70%-430.5pp | 418.01%-439.8pp |
| Employer contribution / active EE | $1,580 | $4,993-68.4% | $4,224-62.6% | $4,740-66.7% |
| Participant deferral / active EE | $2,251 | $6,923-67.5% | $6,182-63.6% | $6,400-64.8% |
| Admin fee / account holder | $8 | $10,475-99.9% | $8,700-99.9% | $11,425-99.9% |