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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 | $5,142 | $167,362-96.9% | $143,799-96.4% | $134,532-96.2% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -22.99% | 0.47%-23.5pp | -0.04%-22.9pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,706 | $5,620-69.6% | $4,952-65.5% | $4,741-64.0% |
| Participant deferral / active EE | $2,846 | $6,447-55.9% | $5,638-49.5% | $6,401-55.5% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |