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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 | $3,867 | $73,546-94.7% | $63,018-93.9% | $147,586-97.4% |
| Participation rate | 13.6% | 77.9%-64.2pp | 74.8%-61.2pp | 82.8%-69.2pp |
| Annual return | 2.66% | 175.56%-172.9pp | 87.62%-85.0pp | 578.59%-575.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $45 | $5,956-99.3% | $3,601-98.8% | $10,886-99.6% |