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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 | $7,025 | $138,114-94.9% | $125,391-94.4% | $134,545-94.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -33.98% | 750.88%-784.9pp | 572.41%-606.4pp | 418.37%-452.3pp |
| Employer contribution / active EE | $4,463 | $5,246-14.9% | $4,816-7.3% | $4,742-5.9% |
| Participant deferral / active EE | $4,107 | $7,801-47.4% | $7,448-44.9% | $6,401-35.8% |
| Admin fee / account holder | $10 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |