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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 | $10,778 | $84,697-87.3% | $73,845-85.4% | $125,393-91.4% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | -5.21% | 3123.66%-3128.9pp | 2267.91%-2273.1pp | 282.23%-287.4pp |
| Employer contribution / active EE | $571 | $3,123-81.7% | $2,788-79.5% | $4,866-88.3% |
| Participant deferral / active EE | $2,491 | $3,993-37.6% | $3,583-30.5% | $5,351-53.5% |
| Admin fee / account holder | $15 | $5,692-99.7% | $4,881-99.7% | $9,541-99.8% |