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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 | $4,222 | $198,457-97.9% | $170,435-97.5% | $147,586-97.1% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | -3.03% | 257.30%-260.3pp | 205.94%-209.0pp | 578.59%-581.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,775 | $5,629-50.7% | $4,939-43.8% | $5,439-49.0% |
| Admin fee / account holder | $154 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |