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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 | $4,755 | $92,766-94.9% | $82,763-94.3% | $134,545-96.5% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -36.95% | 946.97%-983.9pp | 702.45%-739.4pp | 418.37%-455.3pp |
| Employer contribution / active EE | $1,216 | $3,273-62.8% | $3,008-59.6% | $4,742-74.4% |
| Participant deferral / active EE | $2,776 | $4,802-42.2% | $4,395-36.8% | $6,401-56.6% |
| Admin fee / account holder | $9 | $5,978-99.9% | $5,325-99.8% | $11,431-99.9% |