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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 | $13,156 | $138,102-90.5% | $125,381-89.5% | $134,532-90.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.36% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $2,230 | $5,245-57.5% | $4,815-53.7% | $4,741-53.0% |
| Participant deferral / active EE | $4,863 | $7,801-37.7% | $7,448-34.7% | $6,401-24.0% |
| Admin fee / account holder | $33 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |