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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 | $13,901 | $138,114-89.9% | $125,391-88.9% | $134,545-89.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -25.84% | 750.88%-776.7pp | 572.41%-598.3pp | 418.37%-444.2pp |
| Employer contribution / active EE | $1,576 | $5,246-70.0% | $4,816-67.3% | $4,742-66.8% |
| Participant deferral / active EE | $3,904 | $7,801-50.0% | $7,448-47.6% | $6,401-39.0% |
| Admin fee / account holder | $50 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |