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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 | $156 | $88,778-99.8% | $81,844-99.8% | $145,884-99.9% |
| Participation rate | 9.1% | 75.1%-66.0pp | 72.4%-63.3pp | 80.3%-71.2pp |
| Annual return | 8.33% | 1033.03%-1024.7pp | 778.87%-770.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |