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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 | $13,181 | $180,466-92.7% | $154,114-91.4% | $135,382-90.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -19.47% | 888.15%-907.6pp | 735.16%-754.6pp | 519.77%-539.2pp |
| Employer contribution / active EE | $1,337 | $6,035-77.9% | $5,298-74.8% | $4,779-72.0% |
| Participant deferral / active EE | $4,968 | $5,806-14.4% | $5,081-2.2% | $5,609-11.4% |
| Admin fee / account holder | $77 | $16,144-99.5% | $13,411-99.4% | $10,829-99.3% |