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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 | $14,861 | $183,516-91.9% | $155,534-90.4% | $145,884-89.8% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | -114.91% | 61.43%-176.3pp | 64.92%-179.8pp | 551.85%-666.8pp |
| Employer contribution / active EE | $11,054 | $5,315+108.0% | $4,675+136.5% | $4,662+137.1% |
| Participant deferral / active EE | $22,121 | $6,467+242.1% | $5,630+292.9% | $6,690+230.7% |
| Admin fee / account holder | $2 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |