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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 | $247 | $111,535-99.8% | $105,223-99.8% | $137,256-99.8% |
| Participation rate | 11.1% | 78.1%-67.0pp | 75.0%-63.9pp | 80.0%-68.8pp |
| Annual return | -2.18% | 237.85%-240.0pp | 180.65%-182.8pp | 220.34%-222.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $84 | $9,721-99.1% | $8,859-99.1% | $12,270-99.3% |