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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 | $18,405 | $160,059-88.5% | $140,019-86.9% | $135,380-86.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -14.05% | 911.48%-925.5pp | 651.17%-665.2pp | 519.81%-533.9pp |
| Employer contribution / active EE | $3,104 | $6,420-51.6% | $5,605-44.6% | $4,779-35.0% |
| Participant deferral / active EE | $4,906 | $7,641-35.8% | $6,927-29.2% | $5,609-12.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |