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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 | $15,721 | $106,008-85.2% | $92,240-83.0% | $147,586-89.3% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 3.65% | 50.05%-46.4pp | 176.29%-172.6pp | 578.59%-574.9pp |
| Employer contribution / active EE | $8,288 | $4,333+91.2% | $3,680+125.2% | $4,876+70.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $202 | $6,333-96.8% | $5,194-96.1% | $10,886-98.1% |