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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 | $17,560 | $138,072-87.3% | $123,549-85.8% | $135,382-87.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.95% | 153.69%-165.6pp | 119.20%-131.2pp | 519.77%-531.7pp |
| Employer contribution / active EE | $3,819 | $5,152-25.9% | $4,628-17.5% | $4,779-20.1% |
| Participant deferral / active EE | $7,475 | $6,799+9.9% | $6,426+16.3% | $5,609+33.3% |
| Admin fee / account holder | $129 | $10,917-98.8% | $9,284-98.6% | $10,829-98.8% |