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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 | $3,767 | $110,551-96.6% | $80,741-95.3% | $167,518-97.8% |
| Participation rate | 0.0% | 64.0%-64.0pp | 54.2%-54.2pp | 82.1%-82.1pp |
| Annual return | 1.48% | 120.57%-119.1pp | 87.30%-85.8pp | 478.71%-477.2pp |
| Employer contribution / active EE | $522 | $1,543-66.2% | $1,160-55.0% | $4,838-89.2% |
| Participant deferral / active EE | $1,567 | $2,870-45.4% | $2,145-27.0% | $6,342-75.3% |
| Admin fee / account holder | $28 | $4,547-99.4% | $3,380-99.2% | $12,312-99.8% |