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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 | $373 | $226,105-99.8% | $182,540-99.8% | $152,897-99.8% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.0%-61.3pp | 82.5%-65.8pp |
| Annual return | -13.76% | 192.58%-206.3pp | 148.58%-162.3pp | 345.43%-359.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $144 | $10,706-98.7% | $8,593-98.3% | $11,599-98.8% |