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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 | $13,682 | $160,070-91.5% | $147,117-90.7% | $145,897-90.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -29.62% | 98.69%-128.3pp | 420.54%-450.2pp | 552.29%-581.9pp |
| Employer contribution / active EE | $2,589 | $5,285-51.0% | $4,932-47.5% | $4,663-44.5% |
| Participant deferral / active EE | $2,589 | $8,419-69.3% | $8,065-67.9% | $6,689-61.3% |
| Admin fee / account holder | $52 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |