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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 | $3,789 | $67,372-94.4% | $60,906-93.8% | $134,532-97.2% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -21.14% | 50.05%-71.2pp | 16.94%-38.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,447 | $4,532-23.9% | $3,814-9.6% | $6,401-46.1% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |