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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 | $5,256 | $134,001-96.1% | $112,258-95.3% | $134,509-96.1% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -25.37% | 47.15%-72.5pp | 27.47%-52.8pp | 418.13%-443.5pp |
| Employer contribution / active EE | $1,444 | $4,039-64.2% | $3,636-60.3% | $4,741-69.5% |
| Participant deferral / active EE | $2,694 | $5,291-49.1% | $4,728-43.0% | $6,400-57.9% |
| Admin fee / account holder | $10 | $7,491-99.9% | $6,411-99.8% | $11,427-99.9% |