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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 | $15,378 | $226,090-93.2% | $182,531-91.6% | $152,885-89.9% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | -0.87% | 192.57%-193.4pp | 148.57%-149.4pp | 345.39%-346.3pp |
| Employer contribution / active EE | $1,487 | $4,978-70.1% | $4,075-63.5% | $4,763-68.8% |
| Participant deferral / active EE | $5,805 | $6,369-8.9% | $5,525+5.1% | $5,851-0.8% |
| Admin fee / account holder | $50 | $10,705-99.5% | $8,593-99.4% | $11,598-99.6% |