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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 | $18,178 | $138,075-86.8% | $123,552-85.3% | $135,379-86.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -21.51% | 153.70%-175.2pp | 119.20%-140.7pp | 519.79%-541.3pp |
| Employer contribution / active EE | $3,330 | $5,152-35.4% | $4,628-28.0% | $4,779-30.3% |
| Participant deferral / active EE | $8,187 | $6,800+20.4% | $6,426+27.4% | $5,609+46.0% |
| Admin fee / account holder | $192 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |