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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 | $4,513 | $197,819-97.7% | $155,789-97.1% | $125,389-96.4% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | -29.64% | 86.73%-116.4pp | 71.54%-101.2pp | 282.24%-311.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,720 | $5,631-33.9% | $4,798-22.5% | $5,352-30.5% |
| Admin fee / account holder | $142 | $9,544-98.5% | $7,477-98.1% | $9,541-98.5% |