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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 | $5,198 | $82,630-93.7% | $64,105-91.9% | $125,389-95.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 68.2%-68.2pp | 83.2%-83.2pp |
| Annual return | -4.33% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,677 | $2,671-37.2% | $1,820-7.8% | $4,866-65.5% |
| Participant deferral / active EE | $1,836 | $3,608-49.1% | $2,822-34.9% | $5,352-65.7% |
| Admin fee / account holder | $41 | $6,382-99.4% | $4,499-99.1% | $9,541-99.6% |