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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 | $16,990 | $180,466-90.6% | $154,114-89.0% | $135,382-87.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.86% | 888.15%-897.0pp | 735.16%-744.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,476 | $5,806-22.9% | $5,081-11.9% | $5,609-20.2% |
| Admin fee / account holder | $193 | $16,144-98.8% | $13,411-98.6% | $10,829-98.2% |