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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 | $23,131 | $135,645-82.9% | $110,243-79.0% | $135,379-82.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -10.77% | 513.24%-524.0pp | 314.76%-325.5pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,349 | $4,907-72.5% | $3,827-64.8% | $4,779-71.8% |
| Participant deferral / active EE | $3,535 | $5,507-35.8% | $4,672-24.3% | $5,609-37.0% |
| Admin fee / account holder | $246 | $11,458-97.9% | $8,548-97.1% | $10,828-97.7% |