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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 | $15,305 | $176,402-91.3% | $134,155-88.6% | $158,950-90.4% |
| Participation rate | 0.0% | 78.7%-78.7pp | 72.2%-72.2pp | 82.0%-82.0pp |
| Annual return | 1.51% | 63.66%-62.1pp | 36.34%-34.8pp | 302.91%-301.4pp |
| Employer contribution / active EE | $3,224 | $5,042-36.1% | $3,705-13.0% | $4,762-32.3% |
| Participant deferral / active EE | $5,327 | $4,093+30.2% | $3,500+52.2% | $5,983-11.0% |
| Admin fee / account holder | $19 | $8,719-99.8% | $6,685-99.7% | $11,248-99.8% |