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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 | $14,970 | $160,059-90.6% | $140,019-89.3% | $135,382-88.9% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | -17.08% | 911.44%-928.5pp | 651.15%-668.2pp | 519.77%-536.9pp |
| Employer contribution / active EE | $2,438 | $6,420-62.0% | $5,605-56.5% | $4,779-49.0% |
| Participant deferral / active EE | $6,973 | $7,641-8.7% | $6,927+0.7% | $5,609+24.3% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,829-99.9% |